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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
Catherine Miller (CRD# 7126771) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 3 years of experience in the finance industry. Catherine Miller 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.
Aaron Milligan (CRD# 7251588) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has over 3 years of experience in the finance industry. Aaron Milligan 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.
Justin Nelson (CRD# 7160148) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has over 4 years of experience in the finance industry.
Kade Orsburn (CRD# 7475893) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 2 years of experience in the finance industry.
Connor Price (CRD# 6677552) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 2 years of experience in the finance industry.
Madison Quattrochi (CRD# 7489131) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has over 2 years of experience in the finance industry.
Edgar Rauda (CRD# 7335868) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has over 3 years of experience in the finance industry.
Phillip Rice (CRD# 7543337) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Southlake, TX and has over 2 years of experience in the finance industry.
Emily Rickman (CRD# 7797984) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has 1 year of experience in the finance industry. Emily Rickman 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.
Lindsay Rodgers (CRD# 7588351) 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.