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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
Stefhanie Beard (CRD# 4905728) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 13 years of experience in the finance industry.
Audrey Beardain (CRD# 6479344) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 7 years of experience in the finance industry.
Nicholas Beare (CRD# 1759347) is an Investment Advisor Representative working at Stephens in Dallas, TX and has over 36 years of experience in the finance industry.
Jeffrey Beasley (CRD# 4777811) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 19 years of experience in the finance industry.
Terry Beattie (CRD# 705786) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 44 years of experience in the finance industry.
Thadius Beavers (CRD# 5324814) is an Investment Advisor Representative working at Level Four Advisory Services in Dallas, TX and has over 16 years of experience in the finance industry.
Charles Beck (CRD# 1594209) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 37 years of experience in the finance industry.
Michael Beck (CRD# 1278243) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Daniel Becker (CRD# 6187447) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 10 years of experience in the finance industry. Daniel Becker 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.
Jason Bednarz (CRD# 2841599) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 27 years of experience in the finance industry.