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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
Charles Berry (CRD# 4880748) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 19 years of experience in the finance industry.
Sandra Bershad (CRD# 2373819) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Dallas, TX and has over 25 years of experience in the finance industry.
Douglas Bertke (CRD# 5446244) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 15 years of experience in the finance industry.
Ryan Berube (CRD# 3146998) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 23 years of experience in the finance industry. Ryan Berube 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.
Brian Bessner (CRD# 5103138) is an Investment Advisor Representative working at Osaic Fs, Inc. in Dallas, TX and has over 18 years of experience in the finance industry.
Sonia Biasatti (CRD# 2464718) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 29 years of experience in the finance industry.
Kathy Bickhaus (CRD# 4582107) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 19 years of experience in the finance industry.
Douglas Bielefeld (CRD# 1179011) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Dallas, TX and has over 40 years of experience in the finance industry.
Joshua Biggs (CRD# 5423474) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 13 years of experience in the finance industry. Joshua Biggs 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.
Christopher Bilton (CRD# 4671816) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 18 years of experience in the finance industry.