Wealth Management Providers

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73 profiles

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Professional	Firm & role	Office	Focus
DK Dennis KelleherHistorical record	Ameriprise Financial Services, LLCManaging Director	PlanoTexas	Financial services
ET Edward Thomas GallagherHistorical record	First Liberties FinancialFinancial professional	DallasTexas	Financial services
ES Eric Scott KatzHistorical record	Leo Brokerage, LLCAdvisor	HurstTexas	Wealth management
FD Frank Daniel MezzanotteHistorical record	LPL Financial LLCFinancial Advisor	San AntonioTexas	Wealth management
GW Gary WeinleinHistorical record	Avantax Investment Services, Inc.Director	CoppellTexas	Wealth management
GF Giuseppe Franco CristofaroHistorical record	J.P. Morgan Securities LLCFinancial professional	PlanoTexas	Financial services
IC Ida Cukier ShkurmanHistorical record	InSight Securities, Inc.Financial professional	El PasoTexas	Financial services
IS Ignatius Sun Ting LiuHistorical record	UBS Financial Services Inc.Portfolio Manager, Senior Vice President	SpringTexas	Portfolio management
IA Ireti A. BodundeHistorical record	Wells Fargo Clearing Services, LLCFinancial professional	CypressTexas	Financial services
IM Ivette Morales BravoHistorical record	J.P. Morgan Securities LLCBank Advisor	PearlandTexas	Wealth management
JR Janette Renee NealHistorical record	Wells Fargo Clearing Services, LLCFinancial Consultant	FriscoTexas	Wealth management
JC Jeffrey Charles KratzHistorical record	Merrill Lynch, Pierce, Fenner & Smith IncorporatedFinancial professional	HoustonTexas	Financial services

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