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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
Shannon Bluhm (CRD# 6585079) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 8 years of experience in the finance industry.
Jonathan Blumenthal (CRD# 4080699) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 24 years of experience in the finance industry.
Russell Boaz (CRD# 5482950) is an Investment Advisor Representative working at Cfo4life in Coppell, TX and has over 16 years of experience in the finance industry. Russell Boaz 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.
Melisa Boboltz (CRD# 5567751) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 14 years of experience in the finance industry.
Barbara Bodon (CRD# 4276589) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Fort Worth, TX and has over 23 years of experience in the finance industry.
Maryanne Bohlinger (CRD# 2750205) is an Investment Advisor Representative working at Avantax Advisory Services in Dallas, TX and has over 27 years of experience in the finance industry.
Cary Bohn (CRD# 3061867) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Decatur, TX and has over 17 years of experience in the finance industry.
Christopher Bolisay (CRD# 4712883) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 20 years of experience in the finance industry. Christopher Bolisay 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.
Zachary Bonner (CRD# 6654947) is an Investment Advisor Representative working at Edward Jones in Flower Mound, TX and has over 7 years of experience in the finance industry.
Barton Bonney (CRD# 2354227) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 31 years of experience in the finance industry.