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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
Jason Allen (CRD# 4151847) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry. Jason Allen 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.
Jeannine Allen (CRD# 4579327) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 20 years of experience in the finance industry.
Kathryn Allen (CRD# 5934449) is an Investment Advisor Representative working at Allen Wealth Advisors in Colleyville, TX and has over 12 years of experience in the finance industry. Kathryn Allen 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.
Lisa Allen (CRD# 2721932) is an Investment Advisor Representative working at Lpl Financial LLC in Mesquite, TX and has over 25 years of experience in the finance industry.
Michael Allen (CRD# 6461161) is an Investment Advisor Representative working at Edward Jones in Arlington, TX and has over 8 years of experience in the finance industry.
Roger Allen (CRD# 6624700) is an Investment Advisor Representative working at Pathway Wealth Management, LLC in Dallas, TX and has over 8 years of experience in the finance industry.
Steven Allison (CRD# 1982416) is an Investment Advisor Representative working at Lpl Financial LLC in Hurst, TX and has over 31 years of experience in the finance industry.
Jonathan Allred (CRD# 4693933) is an Investment Advisor Representative working at Allred Capital Management, LLC in Dallas, TX and has over 15 years of experience in the finance industry.
Stanley Allred (CRD# 721257) is an Investment Advisor Representative working at Allred Capital Management, LLC in Dallas, TX and has over 43 years of experience in the finance industry.
Thomas Allred (CRD# 2388107) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Dallas, TX and has over 30 years of experience in the finance industry.