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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
Thomas Hughes (CRD# 3043950) 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.
Kyle Imhof (CRD# 6022800) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Southlake, TX and has over 11 years of experience in the finance industry.
Lucian Ioja (CRD# 3208687) is an Investment Advisor Representative working at Oris Wealth Designs LLC in Southlake, TX and has over 19 years of experience in the finance industry.
John Jacobson (CRD# 5010016) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 18 years of experience in the finance industry.
Keith Johnson (CRD# 2713072) is an Investment Advisor Representative working at Independent Financial Group, LLC in Southlake, TX and has over 28 years of experience in the finance industry.
Ryan Johnson (CRD# 6081096) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 8 years of experience in the finance industry.
Terry Johnson (CRD# 2297463) 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.
Douglas Jones (CRD# 5677992) is an Investment Advisor Representative working at Riley Private Client LLC in Southlake, TX and has over 12 years of experience in the finance industry. Douglas Jones 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.
Tamra Kesterson (CRD# 4469642) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has over 22 years of experience in the finance industry.
Haley King (CRD# 6140945) 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.