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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Brian Neff (CRD# 4022386) is an Investment Advisor Representative working at Fiduciary Wealth Management, LLC in Little Elm, TX and has over 18 years of experience in the finance industry.
Gwendolyn Louie (CRD# 7428513) is an Investment Advisor Representative working at Provision Asset, LLC in Little Elm, TX and has over 3 years of experience in the finance industry.
Aleksey Palumbo (CRD# 7387102) is an Investment Advisor Representative working at Advice And Planning Services in Little Elm, TX and has over 2 years of experience in the finance industry.
Kyle Eaton (CRD# 5009276) is an Investment Advisor Representative working at Hedgefield Wealth Management in Denton, TX and has over 14 years of experience in the finance industry. Kyle Eaton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
John Cravens (CRD# 2234163) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 31 years of experience in the finance industry.
Mark Patton (CRD# 2492919) is an Investment Advisor Representative working at Patton Wealth Advisors in Dallas, TX and has over 30 years of experience in the finance industry.
Arica Savannah (CRD# 4211653) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Frisco, TX and has over 23 years of experience in the finance industry. Arica Savannah has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sonja White (CRD# 1492056) is an Investment Advisor Representative working at Fortune Wealth Management, LLC in Dallas, TX and has over 38 years of experience in the finance industry.
Erik Aaker (CRD# 2754150) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 26 years of experience in the finance industry.