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Certified Financial Planners in Texas

Certified Financial Planners in Denton, TX

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8 results found

Kyle Eaton Dallas, TX

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive

Experience & Education

Position:
Senior Financial Advisor, CFP® at The Relevance Group
Title:
Helping people to filter the financial noise from their lives and reclaim their personal whitespace.
Location:
Dallas/Fort Worth Area
Industry:
Investment Management
Work history:
The Relevance Group - Denton, TXSenior Financial Advisor, CFP®since Apr 2012Mulberry Creek HOA PresidentFeb 2007 - Jan 2013
Full Profile

Donna S Denton, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Territory Sales Manager • Region Manager • Financial Manager • Area Manager • Managers

Experience & Education

Work

Company:
Nuconsteel commercial corporation
District sales manager design build
Company:
Nuconsteel commercial corporation
(cfp) sales market specialist

Skills

Truswal Software Mitek Software NUERP Software ACERO Software CADD Microsoft Office(Power...
Full Profile

David Gilmore Dallas, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Operations Manager • Master of Music • Bachelor of Arts • Master of Science • Lecturer • Postsecondary Teacher • Music Professors

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2003Morgan Stanley - Lewisville,TXAssistant Vice PresidentNov 2000 - Jun 2003
Skills:
Series 7, Retirement Planning, Qualified Retirement Plans, Mutual Funds, Wealth Management,...
Certified financial Planner
Full Profile

Derek Jett Dallas, TX

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
First Vice President - Branch Manager at Wells Fargo Advisors, LLC
Title:
Vice President - Branch Manager at Wells Fargo Advisors, LLC
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC - Denton, TXFirst Vice President - Branch Managersince Nov 2009UBS Vice President InvestmentsJan 2001 - Nov 2009
Skills:
Investing, Investments, Finance, Customer Service, Portfolio Management, Asset Allocation, Wealth...
Certifications:
CFP ®, CFP Board # 063412
Full Profile

Missy Bueltel Denton, TX

Professions & Specialties

Office Assistant • Office Clerk • Clerical Specialist • Physical Therapist • Wellness and Fitness • Ultrasonographer • Physical Therapists • Sonographer • Medical Sonographers • Chairperson • Marketing Director • Manager • Chief Executive • Operations Manager • Customer Service • Client Service Officer • Therapist • Physical Therapy Specialist

Experience & Education

Position:
President at MP Bueltel Enterprises, Inc, Office Manager at Denton Sports & Physical Therapy...
Title:
Office Manager at Denton Sports & Physical Therapy Center
Location:
Denton, Texas
Industry:
Health, Wellness and Fitness
Work history:
MP Bueltel Enterprises, Inc - Denton, TexasPresidentsince Nov 2011Denton Sports & Physical Therapy Center - DentonOffice Managersince Mar 2010
CFP
Full Profile

Adam Crumpler Denton, TX

Professions & Specialties

Financial Services Professional • Certified Financial Planner • Financial Services Sales Agent • Puchasing and Estimating Manager • Representative • Supporting Member • Team Member • Financial Manager

Experience & Education

Work

Company:
Kirsch & associates
Paraplanner
Company:
Fidelity investments - Westlake, TX
Retirement solutions representative
Full Profile

Samuel Nimmo Denton, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Account Manager • Representative • Credit Analyst • Loan Accountant • Manager in Training • Advisor • Managers • Operations Manager • Financial Manager

Experience & Education

Work

Company:
Five star orthodontic lab & supply
Account manager
Company:
M&w financial - Southlake, TX
Registered representative
Full Profile

Megan Mcgillivray New York, NY

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Manager • Operations Manager • Consumer Goods Professional • Commodities Clerk • Supporting Member • Team Member • Region Manager • Financial Manager • Chief Executive • Leader • Area Manager • Managers • Advisor

Experience & Education

Title:
Sales Professional: Field Sales, Key Accounts and Wholesale Distribution
Location:
Greater New York City Area
Industry:
Consumer Goods
Work history:
Altria - Corpus Christi, Texas AreaUnit ManagerMay 2011 - May 2013Altria - Denton, TXSales Development AssociateNov 2010 - Apr 2011
Languages:
English, French
Certifications:
Certificat de Français Professionnel (CFP), Chambre de commerce et de l'industrie de Paris
Full Profile

Certified Financial Planners near Denton, TX0113226339452565DallasFort WorthPlanoLewisvilleIrvingGrapevineArlingtonFriscoAddisonCarrollton


Certified Financial Planners around Denton, TX

Addison  (4)
Argyle  (1)
Arlington  (5)
Bedford  (1)
Carrollton  (3)
Colleyville  (1)
Coppell  (2)
Dallas  (563)
Euless  (1)
Fort Worth  (14)
Frisco  (5)
Grapevine  (6)
Irving  (9)
Keller  (2)
Lewisville  (10)
Plano  (11)
Roanoke  (2)

Certified Financial Planners in Texas