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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
Lynn Rollins (CRD# 7852974) is an Investment Advisor Representative working at Tyler Wealth Management, LLC in Southlake, TX and has 1 year of experience in the finance industry.
Jackson Salley (CRD# 7513080) 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.
Christopher Scott (CRD# 7644028) is an Investment Advisor Representative working at Combs Capital Partners in Southlake, TX and has 1 year of experience in the finance industry.
Douglas Shanahan (CRD# 7013504) is an Investment Advisor Representative working at Lpl Financial LLC in Southlake, TX and has over 4 years of experience in the finance industry.
Varun Singh (CRD# 4687789) is an Investment Advisor Representative working at Pinnacle Stream Capital LLC in Southlake, TX and has 1 year of experience in the finance industry.
Courtney Small (CRD# 7053510) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 5 years of experience in the finance industry.
Shaylor Smith (CRD# 7831108) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southlake, TX and has 1 year of experience in the finance industry.
Shelley Stanyer (CRD# 7716395) 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.
Jeffrey Steiner (CRD# 7817346) is an Investment Advisor Representative working at Second Opinion Financial in Southlake, TX and has 1 year of experience in the finance industry.
Brian Stern (CRD# 4838704) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southlake, TX and has over 3 years of experience in the finance industry.