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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
Sean Agahi (CRD# 2448745) is an Investment Advisor Representative working at Independent Financial Group, LLC in Van Alstyne, TX and has over 30 years of experience in the finance industry.
Marc Helfrich (CRD# 4564400) is an Investment Advisor Representative working at Marc C Helfrich Registered Investment Advisor in Van Alstyne, TX and has over 20 years of experience in the finance industry.
Alan Thomas (CRD# 3097995) is an Investment Advisor Representative working at Edward Jones in Van Alstyne, TX and has over 25 years of experience in the finance industry.
David Rodriguez (CRD# 7483423) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Van Alstyne, TX and has 1 year of experience in the finance industry.
Arica Savannah (CRD# 4211653) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Frisco, TX and has over 23 years of experience in the finance industry. Arica Savannah 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.
Charles Abbott (CRD# 6678578) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 7 years of experience in the finance industry.
Jesse Abercrombie (CRD# 4422503) is an Investment Advisor Representative working at Edward Jones in Plano, TX and has over 21 years of experience in the finance industry.
Dee Ann Abner (CRD# 4746003) is an Investment Advisor Representative working at Edward Jones in Denison, TX and has over 9 years of experience in the finance industry.
Mark Abner (CRD# 4140477) is an Investment Advisor Representative working at Edward Jones in Sherman, TX and has over 24 years of experience in the finance industry.
David Acosta (CRD# 5419686) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Allen, TX and has over 16 years of experience in the finance industry.