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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
Bezan Morris (CRD# 6915028) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Southlake, TX and has over 5 years of experience in the finance industry.
Michael Morrow (CRD# 2364423) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has over 30 years of experience in the finance industry.
Stephen Nelson (CRD# 6129809) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 9 years of experience in the finance industry. Stephen Nelson 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.
Charlie O'shel (CRD# 5522007) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 15 years of experience in the finance industry.
Matthew Oberst (CRD# 1719454) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 34 years of experience in the finance industry.
Sergio Oporto (CRD# 4408693) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has over 22 years of experience in the finance industry.
Elizabeth Orser (CRD# 5398952) is an Investment Advisor Representative working at Orser Capital Management LLC in Southlake, TX and has over 16 years of experience in the finance industry.
James Orser (CRD# 1873055) is an Investment Advisor Representative working at Orser Capital Management LLC in Southlake, TX and has over 29 years of experience in the finance industry.
Trenton Owens (CRD# 5992682) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 10 years of experience in the finance industry.