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Distance Only Southlake, TX
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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
Melisa Boboltz (CRD# 5567751) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 14 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 30 years of experience in the finance industry.
Whitney Bowman (CRD# 3194882) is an Investment Advisor Representative working at Gauge Capital in Southlake, TX and has 1 year of experience in the finance industry.
Justin Boyd (CRD# 6268095) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 10 years of experience in the finance industry.
Justin Brashears (CRD# 5681442) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southlake, TX and has over 14 years of experience in the finance industry.
Matthew Brown (CRD# 6245624) is an Investment Advisor Representative working at Mills Wealth Advisors, LLC in Southlake, TX and has over 10 years of experience in the finance industry. Matthew Brown 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.
Crystal Burnell (CRD# 5324494) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 15 years of experience in the finance industry.
Robert Burns (CRD# 3002950) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Southlake, TX and has over 26 years of experience in the finance industry.
William Byrum (CRD# 6245652) is an Investment Advisor Representative working at Tl Private Wealth in Southlake, TX and has over 10 years of experience in the finance industry.
Veronica Cadena (CRD# 3267680) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Southlake, TX and has over 24 years of experience in the finance industry.