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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
Alexis Barron (CRD# 6306863) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 10 years of experience in the finance industry.
William Barrow (CRD# 5631642) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 15 years of experience in the finance industry.
Denise Barrows (CRD# 2569201) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 29 years of experience in the finance industry.
Jordan Barta (CRD# 6389663) 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.
Scott Barth (CRD# 2750393) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Flower Mound, TX and has over 27 years of experience in the finance industry.
Jay Bartley (CRD# 3055143) is an Investment Advisor Representative working at Park Avenue Securities LLC in Fort Worth, TX and has over 26 years of experience in the finance industry.
Lucas Barton (CRD# 5105613) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Southlake, TX and has over 18 years of experience in the finance industry. Lucas Barton 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.
Robert Barton (CRD# 1699611) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Coppell, TX and has over 36 years of experience in the finance industry.
William Bartram (CRD# 5403136) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 13 years of experience in the finance industry.
Brad Bartz (CRD# 5711276) is an Investment Advisor Representative working at Ridgewood Wealth Management LLC in Southlake, TX and has over 14 years of experience in the finance industry.