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Financial Planners in Texas

Financial Planners in Frisco, TX

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Here is a complete directory of most professional Financial Planners in Frisco, TX.

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10 results found

Evan Mayse Dallas, TX

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Planner • Investor • Advisor • Market Analyst • Market Research Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Fiduciary • Trust Law Attorney • Lawyers • Customer Service

Experience & Education

Title:
Proficient at developing relationships that create opportunities.
Location:
Dallas/Fort Worth Area
Industry:
Financial Services
Work history:
Strategic Wealth Partners, LLC - Dallas, TXClient Relationship ManagerJan 2013 - Apr 2013Wells Fargo Advisors, LLC - Frisco, TXFinancial AdvisorSep 2010 - Nov 2012
Full Profile

Paul Heleski Dallas, TX

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Model • Director • Operations Manager

Experience & Education

Position:
Financial Consultant at Phixios
Title:
Corporate Financial Planner | MBA
Location:
Dallas/Fort Worth Area
Industry:
Retail
Work history:
Phixios - Frisco, TXFinancial Consultantsince Apr 2013JCPenney Financial Planning & Analysis Director (Finance | FP&A)2002 - Sep 2012
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Shirley West-meeks Frisco, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Account Manager • Bookkeeper • Operations Manager

Experience & Education

Work

Company:
Detroit public schools
Principal accountant - corporate treasury/cash management and investments
Company:
Ed richardson cpa firm - Southfield, MI
Senior financial planner, bank reconciliation specialist
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Bianya Tennerson Frisco, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Public Information Officer • IT Manager • Operations Manager • Managers • Commercial Announcer • Presenter

Experience & Education

Work

Company:
Joolwe.com inc
Communications coordinator
Company:
Pfs
Financial planner
Full Profile

Greg Busby Dallas, TX

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Installer • Analysts • Builder • Installation Expert • Construction Specialist • Construction Laborer • Service Technician • Maintenance and Repair Worker • Owner • Chief Executive • Supplier • Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Controlling Specialist • Controller • Computer Software Professional • Software Engineer • Software Developers • Master of Science • Construction Administrator • Construction Manager • Operations Manager • Accounting Bookkeeper • Bookkeeper • Network Administrator • Computer Scientists • IT Specialist • Medical Practitioner

Experience & Education

Position:
Sr. System Support Analyst at J-W Energy Company
Location:
Dallas/Fort Worth Area
Industry:
Computer Software
Work history:
J-W Energy Company - Addison, TXSr. System Support Analystsince Sep 2012NEC Unified Solutions - Las Colinas, TXSenior Software EngineerJan 2012 - Aug 2012
..application for maintaining events for financial planner
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Rita Christle Dallas, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Account Manager • Independent Business Owners • Customer Service • Client Service Officer • Certified Nurse Aide • Nurse • Nurse Practitioner • Partner • Chief Executive • Computer Software Professional • Software Developers • Notary • Lawyers • Independent Contractor • Contractor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Person • Sales Representative • Operations Manager • Director of Operations • Information Technology Specialist • IT Specialist • Marketing Administrator • Instructor • Pedagogue • Educator • Education Professional • Performer • Human Resources Specialist • Recruitment • Master of Business Administration • Property Manager • Real Estate Manager

Experience & Education

Position:
Account Manager - Workforce Analytics Division at Peoplefluent
Title:
Account Manager at Peoplefluent, Workforce Analytics Division
Location:
Dallas/Fort Worth Area
Industry:
Computer Software
Work history:
Peoplefluent - Irving, TXAccount Manager - Workforce Analytics Divisionsince Dec 2011Texas Mobile Notary - DFW AreaMortgage CloserDec 2010 - Dec 2011
Skills:
Business Process Improvement, Presenter, Training & Development, Customer Service, Microsoft...
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Carolyn Sanders Frisco, TX

Professions & Specialties

Financial Planner • Stock Broker • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Founder • Manager • Founding Member • Chief Executive • Operations Manager • Corporate Executive • Agent • Sales Representative • Bachelor of Science • Master of Business Administration • Nurse • Nurse Practitioner

Experience & Education

Work

Company:
Career development
Assist patients
Company:
Strategic financial services
Founder/manager

Skills

perform phebotomy, know the order of draws per color top. Had 200 successful veniputures while in...
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Courtney Stanton Frisco, TX

Professions & Specialties

Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Yoga Instructor • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers • Instructor • Pedagogue • Property Manager • Real Estate Manager • Organization Management • Bachelor of Science • Financial Officer • Financial Manager • Operations Manager

Experience & Education

Work

Company:
Private yoga/pilates instructor
Company:
Yoga/pilates instructor
Full Profile

Pete Williams Frisco, TX

Professions & Specialties

Financial Management Analyst • Agent • Sales Representative • Independent Contractor • Contractor • Independent Business Owners

Experience & Education

Work

Company:
Experian consumer direct
Incoming call center agent for customer
Company:
Self - Frisco, TX
Independent contractor
Full Profile

Colt Harmon San Antonio, TX

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Visionary Entrepreneur • Investor • Construction • Chief Executive Officer • Chairperson • Director • Owner • Corporate Executive • Chief Executive • Operations Manager • Enterpreneur • Project Development Specialist • Advisor • Team Member • Skilled Professional • Lawyers • Government Service Executive • Government Administration Officer • Civil Servant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO/President at Legacy Holdings, Director of Investor Relations & Public Relations at Volpe...
Title:
Visionary Entrepreneur
Location:
San Antonio, Texas Area
Industry:
Management Consulting
Work history:
Legacy Holdings CEO/Presidentsince May 1999Volpe Distilleries Director of Investor Relations & Public Relationssince Jun 2009
Skills:
Strategic Consulting, Financial Advisory, New Business Development, Relationship Marketing,...
Certifications:
Series 6 Variable Contracts, Mutual Funds, and Annuities, NASD
Series 63 State Blue Sky Laws, NASD
Regisered Rep/ Financial Planner at John Hancock Financial servic..
Full Profile

Financial Planners near Frisco, TX080160240320400DallasPlanoIrvingRichardsonMcKinneyLewisvilleGarlandGrapevineAddisonAllen


Financial Planners around Frisco, TX

Addison  (4)
Allen  (4)
Argyle  (1)
Carrollton  (2)
Celina  (1)
Coppell  (2)
Dallas  (398)
Denton  (1)
Garland  (5)
Grapevine  (4)
Irving  (12)
Lewisville  (7)
McKinney  (10)
Plano  (19)
Prosper  (1)
Richardson  (11)

Financial Planners in Texas

Sub-specializations

Financial Planner  (10)