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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
Travis Carter (CRD# 2458376) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 30 years of experience in the finance industry. Travis Carter 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.
John Carty (CRD# 6557142) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 8 years of experience in the finance industry.
Paul Cassidy (CRD# 6369214) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 9 years of experience in the finance industry.
Tyler Castle (CRD# 6595502) is an Investment Advisor Representative working at Crescent Advisor Group, Inc. in Plano, TX and has over 7 years of experience in the finance industry. Tyler Castle 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.
Earl Castleman (CRD# 818145) is an Investment Advisor Representative working at Signal Securities, Inc. in Plano, TX and has over 43 years of experience in the finance industry.
Dale Cathcart (CRD# 6006631) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 12 years of experience in the finance industry.
William Caton (CRD# 1452805) is an Investment Advisor Representative working at Sfmg Wealth Advisors in Plano, TX and has 1 year of experience in the finance industry.
Jerome Caulk (CRD# 1540398) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plano, TX and has over 37 years of experience in the finance industry.
Mitchell Cde Baca (CRD# 6445278) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 9 years of experience in the finance industry.
George Centeno (CRD# 5037012) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Plano, TX and has over 18 years of experience in the finance industry. George Centeno 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.