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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
Richard Baker (CRD# 3179459) is an Investment Advisor Representative working at Equitable Advisors, LLC in Fort Worth, TX and has over 25 years of experience in the finance industry.
Robert Baker (CRD# 5593069) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 8 years of experience in the finance industry.
Russell Baker (CRD# 5922933) is an Investment Advisor Representative working at Lpl Financial LLC in Southlake, TX and has over 11 years of experience in the finance industry.
Marie Baldenegro (CRD# 5041743) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 9 years of experience in the finance industry.
Adam Ballard (CRD# 6817416) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.
Marty Ballesteros (CRD# 4661468) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arlington, TX and has over 10 years of experience in the finance industry.
William Banister (CRD# 5985708) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 7 years of experience in the finance industry.
Lindsey Banks (CRD# 4398801) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry.
Joshua Bannerman (CRD# 3263257) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has over 24 years of experience in the finance industry. Joshua Bannerman 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.
Mary Barakat (CRD# 4292940) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 23 years of experience in the finance industry.