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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
Kaci Boyer (CRD# 5324189) is an Investment Advisor Representative working at Neuberger Berman Bd LLC in Dallas, TX and has over 12 years of experience in the finance industry.
Taylor Boyle (CRD# 5239874) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 14 years of experience in the finance industry. Taylor Boyle 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.
Jaime Boyles (CRD# 4530802) is an Investment Advisor Representative working at Lee Financial Company, LLC in Dallas, TX and has over 22 years of experience in the finance industry. Jaime Boyles 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.
Richard Boyles (CRD# 4746252) is an Investment Advisor Representative working at Brightscape Investment Centers in Dallas, TX and has over 15 years of experience in the finance industry.
John Bozalis (CRD# 2107854) is an Investment Advisor Representative working at Nxt Capital Investment Advisers, LLC in Dallas, TX and has over 27 years of experience in the finance industry.
Benjamin Brackett (CRD# 6769462) is an Investment Advisor Representative working at Equitable Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry.
James Braden (CRD# 2035425) is an Investment Advisor Representative working at Brownlie & Braden Advisors, LLC in Dallas, TX and has over 28 years of experience in the finance industry.
Jeffrey Bradley (CRD# 4022578) is an Investment Advisor Representative working at Mcelhenny Sheffield Capital Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.
Joshua Bradley (CRD# 5174430) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 17 years of experience in the finance industry.
Gary Bradshaw (CRD# 1389924) is an Investment Advisor Representative working at First Dallas Securities, Inc. in Dallas, TX and has over 38 years of experience in the finance industry.