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Certified Financial Planners in Texas

Certified Financial Planners in McAllen, TX

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7 results found

David Barnes McAllen, TX

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, CERTIFIED FINANCIAL PLANNER practitioner at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
McAllen, Texas Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisor, CERTIFIED FINANCIAL PLANNER practitionersince 1990
Full Profile

Benjaming Sr McAllen, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Receptionist • Front Desk Clerk • Front Office Receptionist • Chief Administrative Officer • Financial Manager • Chief Executive

Experience & Education

Position:
Receptionist for Tina Dennis, CFP at Ameriprise Financial Services, Inc.
Title:
Receptionist at Ameriprise Financial Services, Inc.
Location:
McAllen, Texas Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Receptionist for Tina Dennis, CFPsince Aug 2007VAW-112 "Golden Hawks", San Diego, CA Administrative Department LPO1984 - 1989
Full Profile

Mark Southwell McAllen, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Senior Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Higher Education Professional • School Administrator • Educational Manager

Experience & Education

Position:
Senior VP - CFP® at Morgan Stanley
Title:
Senoir VP / CFP® at Morgan Stanley
Location:
McAllen, Texas Area
Industry:
Financial Services
Work history:
Morgan Stanley Senior VP - CFP®since Jan 2008A.G. Edwards & Sons, Inc. Senior VP - CFP®Oct 1999 - Dec 2007
Full Profile

Mark Southwell McAllen, TX

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior VP - CFP at Morgan Stanley
Location:
McAllen, Texas Area
Industry:
Financial Services
Work history:
Morgan Stanley Senior VP - CFP
Full Profile

Mark Talbot McAllen, TX

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Criminal Defense Lawyer • District Attorney • Defense Attorney • Social Worker • Governor • Government Administration Officer • Civil Servant • Director • Chairperson • Chief Administrative Officer • Operations Manager • Chief Executive • Financial Manager • Special Education Professional • Special Education Professors • Social Workers

Experience & Education

Position:
Attorney at TALBOT & TALBOT, P.C.
Title:
Attorney in Estate Planning, Probate Administration, Guardianships, Trust, Corporate, Litigation & Appellate Law
Location:
McAllen, Texas Area
Industry:
Law Practice
Work history:
TALBOT & TALBOT, P.C. - McAllen, Hidalgo County, TexasAttorneysince Sep 2007Allstate Insurance Senior Staff CounselAug 2002 - Sep 2007
Skills:
Probate, Estate Planning, Elder Law, Asset Protection, Litigation, Wills, Trusts, Estate...
Full Profile

John Lackey McAllen, TX

Professions & Specialties

Chairperson • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Finnancial Advisor at Lackey Financial Mgt
Title:
President at Lackey Financial Mgt
Location:
McAllen, Texas Area
Industry:
Financial Services
Work history:
Lackey Financial Mgt Finnancial Advisorsince May 2000J.S. McManus Produce Inc President1984 - May 2000
Skills:
Certified Financial Planner
Full Profile

Kenneth Burford McAllen, TX

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Juris Doctor • Financial Manager

Experience & Education

Position:
OWNER at KENNETH BURFOR5D, CPA, JD, Owner at Law Office of Kenneth Burford, Owner at KENNETH...
Title:
Owner at KENNETH BURFORD, CPA, JD
Location:
McAllen, Texas Area
Industry:
Accounting
Work history:
KENNETH BURFOR5D, CPA, JD OWNERsince Aug 1988Law Office of Kenneth Burford Ownersince 1988
Full Profile

Certified Financial Planners near McAllen, TX01BrownsvilleWeslaco


Certified Financial Planners around McAllen, TX

Brownsville  (1)
Weslaco  (1)

Certified Financial Planners in Texas

Sub-specializations