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Distance Only Southlake, 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
Robert Burns (CRD# 3002950) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 26 years of experience in the finance industry.
William Byrum (CRD# 6245652) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 10 years of experience in the finance industry.
Veronica Cadena (CRD# 3267680) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 24 years of experience in the finance industry.
John Campanello (CRD# 2419424) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 30 years of experience in the finance industry.
Marcelo Castaneda (CRD# 5202862) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 17 years of experience in the finance industry.
John Chalk (CRD# 4266208) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 23 years of experience in the finance industry.
Stephen Chambers (CRD# 4678009) is an Investment Advisor Representative working at Linch Financial, LLC in Southlake, TX and has over 20 years of experience in the finance industry.
Jeanmarc Chemla (CRD# 3176362) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 25 years of experience in the finance industry.
Alan Chew (CRD# 5821918) is an Investment Advisor Representative working at Morgan Stanley in Southlake, TX and has over 13 years of experience in the finance industry.
Theresa Clark (CRD# 2150952) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 32 years of experience in the finance industry.