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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
James Baker (CRD# 2930819) is an Investment Advisor Representative working at Kayne Anderson Capital Advisors LP in Houston, TX and has over 25 years of experience in the finance industry.
Jose Balcazar (CRD# 5415406) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 16 years of experience in the finance industry.
George Ball (CRD# 11332) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 12 years of experience in the finance industry.
Warren Bane (CRD# 4958383) is an Investment Advisor Representative working at Mastodon Advisory Group in Houston, TX and has over 18 years of experience in the finance industry.
Maria Banuelos (CRD# 1039643) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 40 years of experience in the finance industry.
Joseph Barbour (CRD# 5474035) is an Investment Advisor Representative working at Encompass More Asset Management LLC in La Porte, TX and has over 16 years of experience in the finance industry.
Kay Barcus (CRD# 1135686) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 33 years of experience in the finance industry. Kay Barcus 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.
Cynthia Barnett (CRD# 5272291) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kemah, TX and has over 17 years of experience in the finance industry. Cynthia Barnett 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.
Victor Barrionuevo (CRD# 2794713) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Houston, TX and has over 27 years of experience in the finance industry.
Desiree Batiste (CRD# 2151989) is an Investment Advisor Representative working at Next Financial Group, Inc. in Houston, TX and has over 32 years of experience in the finance industry.