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Distance Only Westlake, 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
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.
Ralston Billiot (CRD# 6684777) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 5 years of experience in the finance industry.
Andrew Bishton (CRD# 3260363) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 24 years of experience in the finance industry.
Chandler Blake (CRD# 6880288) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 5 years of experience in the finance industry.
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.
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.
Zakariaa Bousfiha (CRD# 6516918) 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.
Veronica Boxley (CRD# 6351754) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 9 years of experience in the finance industry.
Matthew Boyle (CRD# 6002709) 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.
Joshua Braddy (CRD# 6891172) 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.