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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
Dana Baker (CRD# 1468835) is an Investment Advisor Representative working at Precept Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.
Ellenore Baker (CRD# 1755115) is an Investment Advisor Representative working at Carter Advisory Services, Inc. in Dallas, TX and has over 10 years of experience in the finance industry. Ellenore Baker 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.
Virginia Baker (CRD# 6597429) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has 1 year of experience in the finance industry. Virginia Baker 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.
John Bakewell (CRD# 2280667) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 31 years of experience in the finance industry.
Daniel Balderston (CRD# 5179391) is an Investment Advisor Representative working at Equitable Advisors, LLC in Dallas, TX and has over 16 years of experience in the finance industry.
Jayson Bales (CRD# 3128534) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Dallas, TX and has over 25 years of experience in the finance industry.
Wesley Bangs (CRD# 5516177) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Dallas, TX and has over 15 years of experience in the finance industry.
John Barber (CRD# 5366219) is an Investment Advisor Representative working at Barrow Hanley Global Investors in Dallas, TX and has over 16 years of experience in the finance industry.
Sherre Barber (CRD# 2340921) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 31 years of experience in the finance industry.
Ryan Barcena (CRD# 5951825) is an Investment Advisor Representative working at Rockefeller Capital Management in Dallas, TX and has over 12 years of experience in the finance industry.