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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Melisa Boboltz (CRD# 5567751) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 14 years of experience in the finance industry.
Barbara Bodon (CRD# 4276589) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Worth, TX and has over 23 years of experience in the finance industry.
Ralph Boeckmann (CRD# 6176953) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 10 years of experience in the finance industry.
Raymond Bold (CRD# 4765536) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Arlington, TX and has over 20 years of experience in the finance industry.
Christopher Bolisay (CRD# 4712883) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 20 years of experience in the finance industry. Christopher Bolisay has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Barton Bonney (CRD# 2354227) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 31 years of experience in the finance industry.
David Bonney (CRD# 2731267) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 28 years of experience in the finance industry. David Bonney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Roger Boone (CRD# 2648242) is an Investment Advisor Representative working at Lpl Financial LLC in Arlington, TX and has over 28 years of experience in the finance industry.
Bruce Border (CRD# 2216640) is an Investment Advisor Representative working at Edward Jones in Fort Worth, TX and has over 32 years of experience in the finance industry.
Kevin Bosch (CRD# 6943515) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 5 years of experience in the finance industry.