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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
Neil Krishnaswamy (CRD# 5983812) is an Investment Advisor Representative working at Krishna Wealth Planning in Mckinney, TX and has over 12 years of experience in the finance industry. Neil Krishnaswamy 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.
Terry Ledbetter (CRD# 4410713) is an Investment Advisor Representative working at Kopion Asset Management, LLC in Mckinney, TX and has over 21 years of experience in the finance industry.
Patrick Lee (CRD# 5006627) is an Investment Advisor Representative working at Morgan Stanley in Mckinney, TX and has over 18 years of experience in the finance industry.
William Leffall (CRD# 5211412) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 17 years of experience in the finance industry. William Leffall 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.
Janie Lehmer (CRD# 5795646) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 13 years of experience in the finance industry.
Jeffrey Levitt (CRD# 6655559) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 7 years of experience in the finance industry.
Steven Lindberg (CRD# 2394489) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mckinney, TX and has over 30 years of experience in the finance industry.
Lance Lindsay (CRD# 3074860) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 25 years of experience in the finance industry.
Jonathan Lindstrom (CRD# 6767902) is an Investment Advisor Representative working at Kopion Asset Management, LLC in Mckinney, TX and has over 7 years of experience in the finance industry.
Dorothy Litos (CRD# 1463126) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mckinney, TX and has over 23 years of experience in the finance industry.