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Distance Only Sugar Land, 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
Frank Lieggi (CRD# 3235375) is an Investment Advisor Representative working at Domani Investments Inc. in Sugar Land, TX and has over 24 years of experience in the finance industry.
Adil Mackwani (CRD# 6694549) is an Investment Advisor Representative working at M&a Wealth in Sugar Land, TX and has over 7 years of experience in the finance industry.
Steven Magehee (CRD# 6819610) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Sugar Land, TX and has over 6 years of experience in the finance industry.
James Marshall (CRD# 1947199) is an Investment Advisor Representative working at Marshall Wealth Management, LLC in Sugar Land, TX and has over 31 years of experience in the finance industry.
Glenda Martinez (CRD# 5362765) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Sugar Land, TX and has over 16 years of experience in the finance industry.
Paul Matatall (CRD# 4747116) is an Investment Advisor Representative working at Edward Jones in Sugar Land, TX and has over 20 years of experience in the finance industry.
Michelle McAninch (CRD# 6533431) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sugar Land, TX and has over 8 years of experience in the finance industry.
James McClellan (CRD# 2835069) is an Investment Advisor Representative working at James G. Mcclellan Cpa in Sugar Land, TX and has over 27 years of experience in the finance industry. James McClellan 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.
Ronald Meckler (CRD# 3176115) is an Investment Advisor Representative working at Lpl Financial LLC in Sugar Land, TX and has over 25 years of experience in the finance industry.
Xiang Ci Mei (CRD# 6168429) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sugar Land, TX and has over 10 years of experience in the finance industry.