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Educational Seminars & Workshops Advisors in Argyle, Texas
4 Results
Unclaimed

LPL Financial LLC

location

ARGYLE, TX

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Dinah Jordan is a registered representative and investment advisor representative with over 17 years of experience in the financial services industry. Dinah has held previous roles with Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Dinah currently works with LPL Financial LLC in Argyle, Texas. Dinah is licensed to provide financial advice in Texas, Virginia and other states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

T. Rowe Price Associates, Inc. | CFA ® (Certifications)

location

Argyle, TX

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Edmund Sean Sullivan is a registered representative with T. Rowe Price Associates, Inc. and has been in the industry since January 31, 2008. Edmund has a wide range of experience in the financial services industry, having worked at several firms including BlackRock Investments, LLC and DFA Securities LLC. Edmund holds the Series 6, 7, and 66 licenses as well as the Securities Industry Essentials Examination. Edmund has a deep understanding of the financial markets and is committed to providing his clients with the highest quality of service. Edmund is a Chartered Financial Analyst.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

ARGYLE, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Gabriel Rios is a financial advisor registered with Edward Jones. Gabriel has been in the financial industry since August 2010. Gabriel is licensed in Alabama, Arizona, Mississippi, Tennessee, Texas, and Washington. Gabriel is associated with the Argyle, Texas branch office of Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

AE Wealth Management, LLC

location

Argyle, TX

0 Disclosures

ADVISOR BIO

Michael Thang Bui is an investment advisor representative at AE Wealth Management, LLC. Michael is registered with the state of California, Hawaii and Texas. Michael has been in the industry since 2018. Michael also holds a Series 65 license. Michael has a specialization in financial planning, pension consulting, educational seminars, portfolio management for businesses and portfolio management for individuals. Michael is also affiliated with Lighthouse Wealth Management, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals