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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
John Weller (CRD# 2215971) is an Investment Advisor Representative working at Avantax Advisory Services in Southlake, TX and has over 27 years of experience in the finance industry. John Weller 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.
John Wicke (CRD# 2826995) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Southlake, TX and has over 27 years of experience in the finance industry.
Carolyn Williams (CRD# 2819836) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Southlake, TX and has over 27 years of experience in the finance industry. Carolyn Williams 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.
Jackson Williams (CRD# 6602770) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 7 years of experience in the finance industry.
Robert Williams (CRD# 1644431) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has over 37 years of experience in the finance industry.
Matthew Winebrenner (CRD# 2967590) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 8 years of experience in the finance industry.
Robert Winter (CRD# 2815035) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Southlake, TX and has over 27 years of experience in the finance industry.
Joe Wylie (CRD# 1957603) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has over 35 years of experience in the finance industry.
Hailey Zeiler (CRD# 6093905) is an Investment Advisor Representative working at Sunbelt Securities in Southlake, TX and has over 4 years of experience in the finance industry.
Brian Drolet (CRD# 5564860) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southlake, TX and has over 15 years of experience in the finance industry.