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Chris G

Series 66

Garland, TX

Edward Jones

Chris Gallagher is a financial advisor with Edward Jones in Wylie, TX, holding a Series 66 designation and seven years of industry experience. His prior career includes 24 years at Larry North Fitness. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining affiliated capabilities such as a trust company and mutual funds.

Retirement income strategy Business ownership considerations Business exit / sale strategy Divorce financial planning General retirement planning Founder/Business Owner
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Antonio C

Series 66

Garland, TX

Edward Jones

Antonio Caufield is a Series 66-credentialed financial advisor with Edward Jones in Garland, Texas, where he has worked since 2007. He has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner Executive
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Tasha C

Series 66

Garland, TX

Edward Jones

Tasha Cunningham is a Series 66-licensed financial advisor with Edward Jones in Garland, TX, with two years of industry experience. Prior to joining Edward Jones, she spent 12 years at Farmers Insurance Group. Outside of her advisory role, she operates a home bakery, Sweet T's Treats, as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of wealth levels. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) General retirement planning Wealth management Founder/Business Owner Women's Finance Women Professionals
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