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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
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 18 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.
Eric Eichman (CRD# 6778147) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 6 years of experience in the finance industry.
Joseph Eichmann (CRD# 6531545) is an Investment Advisor Representative working at Intellicents Investment Solutions Inc. in Southlake, TX and has over 8 years of experience in the finance industry.
Eric Elmore (CRD# 5620674) is an Investment Advisor Representative working at Pnc Investments in Southlake, TX and has over 9 years of experience in the finance industry.
Aaron Estrada (CRD# 4120496) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 24 years of experience in the finance industry.
Edward Farmer (CRD# 4039259) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 24 years of experience in the finance industry.
Michael Farmer (CRD# 2716160) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 27 years of experience in the finance industry.