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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
James Copeland (CRD# 4145318) is an Investment Advisor Representative working at Advisory Services Network in Southlake, TX and has over 18 years of experience in the finance industry. James Copeland 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.
Kyle Cotton (CRD# 1556233) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 19 years of experience in the finance industry.
Randall Crimmings (CRD# 4024227) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Southlake, TX and has over 23 years of experience in the finance industry. Randall Crimmings 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.
Jeffrey Cunningham (CRD# 4414082) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 20 years of experience in the finance industry.
Goutam Datta (CRD# 6060441) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has over 11 years of experience in the finance industry.
Qlirim Dauti (CRD# 5916645) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Southlake, TX and has over 12 years of experience in the finance industry. Qlirim Dauti 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.
Amy Dowell (CRD# 4845012) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 19 years of experience in the finance industry.
Bruce Dunham (CRD# 5099217) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Southlake, TX and has over 17 years of experience in the finance industry.
Kyle Dunham (CRD# 6648197) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Southlake, TX and has over 6 years of experience in the finance industry. Kyle Dunham 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.
Christine Edison (CRD# 5506788) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has over 15 years of experience in the finance industry.