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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
Brooke Hutzler (CRD# 7866089) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Southlake, TX and has 1 year of experience in the finance industry.
Matthew Hyde (CRD# 7495239) is an Investment Advisor Representative working at Morgan Stanley in Southlake, TX and has over 2 years of experience in the finance industry.
James Jackson (CRD# 7201736) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 4 years of experience in the finance industry.
Jordan Jensen (CRD# 6989538) is an Investment Advisor Representative working at Soltis Investment Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry.
Corey Kennedy (CRD# 7605911) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has 1 year of experience in the finance industry.
Monique Kusman (CRD# 4570476) is an Investment Advisor Representative working at Principal Securities, Inc. in Southlake, TX and has over 21 years of experience in the finance industry.
Taylor Lynch (CRD# 7145706) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southlake, TX and has over 4 years of experience in the finance industry.
Ryan Majors (CRD# 7628276) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has 1 year of experience in the finance industry.
Max May (CRD# 7369404) is an Investment Advisor Representative working at Trinity Portfolio Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry.
Daniel Meader (CRD# 4789581) is an Investment Advisor Representative working at Trinity Investors Fund Advisors, LLC in Southlake, TX and has over 16 years of experience in the finance industry.