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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
Mary Ferrell (CRD# 1502533) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 34 years of experience in the finance industry.
David Field (CRD# 5872543) is an Investment Advisor Representative working at Edward Jones in Fairview, TX and has over 13 years of experience in the finance industry.
Kenneth Finke (CRD# 2901114) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 26 years of experience in the finance industry.
Kathleen Finley (CRD# 4431234) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Allen, TX and has over 22 years of experience in the finance industry.
Tiffany Finney-Johnson (CRD# 5602864) is an Investment Advisor Representative working at New Dimensions Wealth Management, LLC in Allen, TX and has over 17 years of experience in the finance industry. Tiffany Finney-Johnson 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.
Michele Floyd (CRD# 3042121) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Parker, TX and has over 26 years of experience in the finance industry. Michele Floyd 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.
Beau Follett (CRD# 4031551) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 23 years of experience in the finance industry.
Richard Follett (CRD# 2729084) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 27 years of experience in the finance industry.
Michael Fontenot (CRD# 2398954) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 30 years of experience in the finance industry.
David Forbess (CRD# 6503353) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 9 years of experience in the finance industry.