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Distance Only Cypress, 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
Lindy Chan (CRD# 5494291) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 16 years of experience in the finance industry. Lindy Chan 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.
Denny Chu (CRD# 6091181) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cypress, TX and has over 11 years of experience in the finance industry.
Victoria Cooper (CRD# 4829878) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 5 years of experience in the finance industry.
David Crews (CRD# 4911213) is an Investment Advisor Representative working at Crews Capital Management, LP in Cypress, TX and has over 19 years of experience in the finance industry.
Eric Davis (CRD# 6811097) is an Investment Advisor Representative working at Edward Jones in Cypress, TX and has over 6 years of experience in the finance industry.
Joseph Dewhart (CRD# 5533815) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Cypress, TX and has over 15 years of experience in the finance industry. Joseph Dewhart 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.
Gerald Dolinsky (CRD# 4779257) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cypress, TX and has over 20 years of experience in the finance industry. Gerald Dolinsky 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.
Flaxon Elrod (CRD# 5818345) is an Investment Advisor Representative working at Next Step Financial Transitions in Cypress, TX and has over 8 years of experience in the finance industry. Flaxon Elrod 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.
Tessa Elrod (CRD# 5608539) is an Investment Advisor Representative working at Next Step Financial Transitions in Cypress, TX and has over 12 years of experience in the finance industry. Tessa Elrod 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.
David Everest (CRD# 3031103) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cypress, TX and has over 22 years of experience in the finance industry.