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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
Simon Beresford (CRD# 5372964) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 15 years of experience in the finance industry. Simon Beresford 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.
Michael Bergman (CRD# 2397138) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Frisco, TX and has over 30 years of experience in the finance industry.
Miguel Bernard (CRD# 6766826) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 6 years of experience in the finance industry.
Dennis Berry (CRD# 3156326) is an Investment Advisor Representative working at Black Knight Wealth Management, LLC in Frisco, TX and has over 25 years of experience in the finance industry.
Niva Bhatt (CRD# 6232806) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 9 years of experience in the finance industry.
Benjamin Biggs (CRD# 5323714) is an Investment Advisor Representative working at Sagespring Wealth Partners in Frisco, TX and has over 15 years of experience in the finance industry.
David Blair (CRD# 4442248) is an Investment Advisor Representative working at Quadcap Wealth Management, LLC in Frisco, TX and has over 22 years of experience in the finance industry.
Bradley Blasingame (CRD# 5284991) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 17 years of experience in the finance industry.
Kenneth Blattenbauer (CRD# 5364643) is an Investment Advisor Representative working at Kingstone Capital Partners Texas, LLC in Frisco, TX and has over 16 years of experience in the finance industry.
Chris Boley (CRD# 4985891) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Frisco, TX and has over 18 years of experience in the finance industry.