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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
William Ford (CRD# 2159874) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 32 years of experience in the finance industry.
Chad Fox (CRD# 3232306) is an Investment Advisor Representative working at Morgan Stanley in Southlake, TX and has over 24 years of experience in the finance industry.
Marvin Franklin (CRD# 5584887) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 15 years of experience in the finance industry.
Brandon Fresard (CRD# 5356787) is an Investment Advisor Representative working at Advisor Resource Council in Southlake, TX and has over 16 years of experience in the finance industry.
Joseph Galloway (CRD# 2502128) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 29 years of experience in the finance industry. Joseph Galloway 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.
Diane Giza (CRD# 2329964) 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.
Andrew Gold (CRD# 6961233) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Southlake, TX and has over 5 years of experience in the finance industry.
Joe Graff (CRD# 6743485) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 7 years of experience in the finance industry.
Laura Greaser (CRD# 4695816) 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.
Casey Griffin (CRD# 3124214) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southlake, TX and has over 25 years of experience in the finance industry.