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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
Joshua Dowd (CRD# 6271069) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 10 years of experience in the finance industry.
Patrick Dowd (CRD# 2797587) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 27 years of experience in the finance industry.
Gloria Dowiak (CRD# 4626369) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Houston, TX and has over 21 years of experience in the finance industry.
Keith Draehn (CRD# 2978952) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Katy, TX and has over 26 years of experience in the finance industry.
Stephen Drake (CRD# 1006976) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Houston, TX and has over 42 years of experience in the finance industry.
Daniel Dubose (CRD# 4388473) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Houston, TX and has over 22 years of experience in the finance industry.
Lee Dudinsky (CRD# 1224880) is an Investment Advisor Representative working at Lpl Financial LLC in Houston, TX and has over 40 years of experience in the finance industry.
Frank Duong (CRD# 6540650) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Houston, TX and has over 8 years of experience in the finance industry.
Joseph Dvoracek (CRD# 6894187) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 6 years of experience in the finance industry.
Joseph Dyal (CRD# 5411605) is an Investment Advisor Representative working at Franklin, Parlapiano, Turner & Welch LLC in Houston, TX and has over 16 years of experience in the finance industry. Joseph Dyal 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.