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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
Matthew Adams (CRD# 2354504) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry. Matthew Adams 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.
Peter Adams (CRD# 4293380) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Ryan Adams (CRD# 6509791) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mesquite, TX and has over 7 years of experience in the finance industry.
Steven Adams (CRD# 1777285) is an Investment Advisor Representative working at Adams Asset Advisors LLC in Dallas, TX and has over 36 years of experience in the finance industry.
Peter Adamson (CRD# 4592142) is an Investment Advisor Representative working at Autumn Glory Partners, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
Tony Adkison (CRD# 5860007) is an Investment Advisor Representative working at Stewardship Advisory Group, LLC in Mansfield, TX and has over 12 years of experience in the finance industry.
Ashlee Admire (CRD# 6442015) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Dallas, TX and has over 8 years of experience in the finance industry. Ashlee Admire 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.
James Aghayere (CRD# 5787146) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Grand Prairie, TX and has over 13 years of experience in the finance industry.
Mark Agnew (CRD# 5897908) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 8 years of experience in the finance industry. Mark Agnew 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.
Mathew Ahmad (CRD# 5684717) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Dallas, TX and has over 14 years of experience in the finance industry.