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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
Andrew Bennett (CRD# 5776543) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 12 years of experience in the finance industry. Andrew Bennett 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.
Matthew Bennett (CRD# 6122751) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 11 years of experience in the finance industry. Matthew Bennett 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.
Angela Bentley (CRD# 2662890) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Worth, TX and has over 25 years of experience in the finance industry.
Bryan Bernard (CRD# 2066647) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Colleyview, TX and has over 34 years of experience in the finance industry.
Eric Berndt (CRD# 4824438) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 13 years of experience in the finance industry. Eric Berndt 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.
Jonathan Bernstein (CRD# 4517136) is an Investment Advisor Representative working at Bakeravenue in Southlake, TX and has over 22 years of experience in the finance industry. Jonathan Bernstein 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.
Katlyn Berrettini (CRD# 6859400) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
Lori Berry (CRD# 2295006) 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.
Mark Berry (CRD# 5801150) is an Investment Advisor Representative working at Purewater Capital, LLC in Fort Worth, TX and has over 12 years of experience in the finance industry.
Gregory Berryhill (CRD# 5714652) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Worth, TX and has over 14 years of experience in the finance industry.