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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
Mark Truvillion (CRD# 7208773) 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.
Jamie Veurink (CRD# 7413376) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has over 2 years of experience in the finance industry.
Tyler Wacaster (CRD# 7579748) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has 1 year of experience in the finance industry.
Joshua Watkins (CRD# 6954541) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has over 5 years of experience in the finance industry. Joshua Watkins 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.
Chayce Wilson (CRD# 7811876) is an Investment Advisor Representative working at Edward Jones in Southlake, TX and has 1 year of experience in the finance industry.
Danika Young (CRD# 6569032) is an Investment Advisor Representative working at Lpl Financial LLC in Southlake, TX and has 1 year of experience in the finance industry.
Kyle Eaton (CRD# 5009276) is an Investment Advisor Representative working at Hedgefield Wealth Management in Denton, TX and has over 14 years of experience in the finance industry. Kyle Eaton 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 putclients' interests first and comply with the Financial Planning Practice Standards.
John Cravens (CRD# 2234163) is an Investment Advisor Representative working at Cravens Brothers Private Wealth Management LLC in Dallas, TX and has over 31 years of experience in the finance industry.
Mark Patton (CRD# 2492919) is an Investment Advisor Representative working at Patton Wealth Advisors in Dallas, TX and has over 30 years of experience in the finance industry.