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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
Michael Bartocci (CRD# 6392213) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 9 years of experience in the finance industry.
Douglas Bartol (CRD# 1644452) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has over 36 years of experience in the finance industry. Douglas Bartol 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.
Barbara Barton (CRD# 1401615) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Plano, TX and has over 26 years of experience in the finance industry. Barbara 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.
Tiffany Bassett (CRD# 4086471) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Plano, TX and has over 15 years of experience in the finance industry.
Paul Bateman (CRD# 2419936) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plano, TX and has over 30 years of experience in the finance industry.
Matthew Baumann (CRD# 5753690) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 13 years of experience in the finance industry. Matthew Baumann 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.
Taylor Baumann (CRD# 6809704) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 5 years of experience in the finance industry.
Christopher Beach (CRD# 5509278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 15 years of experience in the finance industry.
Brett Beavers (CRD# 6894473) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 5 years of experience in the finance industry.
David Beck (CRD# 1734145) is an Investment Advisor Representative working at Calton & Associates, Inc. in Fort Worth, TX and has over 28 years of experience in the finance industry.