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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
David Dodd (CRD# 1065148) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Mcallen, TX and has over 37 years of experience in the finance industry.
James Enriquez (CRD# 5847307) is an Investment Advisor Representative working at Lpl Financial LLC in Mcallen, TX and has over 13 years of experience in the finance industry. James Enriquez 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.
Roberto Escobar (CRD# 4160374) is an Investment Advisor Representative working at Pnc Investments in Mcallen, TX and has over 23 years of experience in the finance industry.
Jorge Escobedo (CRD# 4631949) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mcallen, TX and has over 20 years of experience in the finance industry.
Robert Farris (CRD# 6546285) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has 1 year of experience in the finance industry. Robert Farris 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.
Eunice Flores (CRD# 5481336) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mcallen, TX and has over 16 years of experience in the finance industry.
David Fowler (CRD# 6090758) is an Investment Advisor Representative working at Roosevelt Advisors LLC in Edinburg, TX and has over 11 years of experience in the finance industry.
Sergio Garcia (CRD# 6737683) is an Investment Advisor Representative working at Endurance Financial Planning, LLC in Mcallen, TX and has over 7 years of experience in the finance industry.
Ricardo Garcia Fuentes (CRD# 5730654) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Harlingen, TX and has over 14 years of experience in the finance industry.
Angelica Garrido (CRD# 5135785) is an Investment Advisor Representative working at Pnc Investments in Harlingen, TX and has over 17 years of experience in the finance industry.