-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Joshua Bartholomew (CRD# 5365788) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 17 years of experience in the finance industry.
Paul Barton (CRD# 6849180) is an Investment Advisor Representative working at Edward Jones in Spring Branch, TX and has over 6 years of experience in the finance industry.
Zachary Barton (CRD# 6225400) is an Investment Advisor Representative working at Barton Financial Group LLC in Kyle, TX and has over 10 years of experience in the finance industry. Zachary 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.
Jennifer Bass (CRD# 5497930) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Austin, TX and has over 12 years of experience in the finance industry.
Joseph Battaglini (CRD# 3216278) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 24 years of experience in the finance industry. Joseph Battaglini 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.
Raymond Bauer (CRD# 1594403) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Austin, TX and has over 37 years of experience in the finance industry.
Andrew Baum (CRD# 5366145) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 10 years of experience in the finance industry.
Jesse Bayarena (CRD# 4129147) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 24 years of experience in the finance industry. Jesse Bayarena 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.
Anton Bayer (CRD# 1043657) is an Investment Advisor Representative working at Up Capital Management, Inc. in Bulverde, TX and has over 37 years of experience in the finance industry. Anton Bayer 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.
Michael Bayer (CRD# 2787322) is an Investment Advisor Representative working at Mml Investors Services, LLC in Austin, TX and has over 27 years of experience in the finance industry. Michael Bayer 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.