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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
Joseph Pazera (CRD# 6217731) is an Investment Advisor Representative working at Pazera Capital Management, Inc. in Southlake, TX and has over 10 years of experience in the finance industry. Joseph Pazera 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.
Robin Pearce (CRD# 2227810) 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.
Gabriel Pelphrey (CRD# 4699433) is an Investment Advisor Representative working at Lion Street Advisors, LLC in Southlake, TX and has over 11 years of experience in the finance industry.
Steven Powell (CRD# 3111112) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 25 years of experience in the finance industry.
Jeffery Price (CRD# 2255050) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 31 years of experience in the finance industry.
Cory Procter (CRD# 7053597) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southlake, TX and has over 5 years of experience in the finance industry.
Darenda Rangel (CRD# 4281614) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 18 years of experience in the finance industry.
Jason Rasmussen (CRD# 2273216) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Southlake, TX and has over 31 years of experience in the finance industry. Jason Rasmussen 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.
Richard Rawlins (CRD# 2888660) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southlake, TX and has over 26 years of experience in the finance industry. Richard Rawlins 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.
David Rindal (CRD# 5087744) is an Investment Advisor Representative working at Lpl Financial LLC in Southlake, TX and has over 18 years of experience in the finance industry.