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Distance Only Southlake, TX
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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
Luis Mendiola (CRD# 2300384) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 31 years of experience in the finance industry.
Phillip Meyer (CRD# 1419113) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southlake, TX and has over 25 years of experience in the finance industry.
Paul Michel (CRD# 5573836) is an Investment Advisor Representative working at Provident Financial Planning, LLC in Southlake, TX and has over 13 years of experience in the finance industry. Paul Michel 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.
Mark Miller (CRD# 5719705) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southlake, TX and has over 14 years of experience in the finance industry.
Scott Miller (CRD# 2135389) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 32 years of experience in the finance industry.
Michael Mills (CRD# 3049166) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 26 years of experience in the finance industry. Michael Mills 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.
Craig Molldrem (CRD# 5056884) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southlake, TX and has over 15 years of experience in the finance industry. Craig Molldrem 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.
Philip Monier (CRD# 2421619) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 30 years of experience in the finance industry.
Miguel Montejano (CRD# 6451770) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 9 years of experience in the finance industry.
Tracy Morehead (CRD# 6208633) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has over 10 years of experience in the finance industry.