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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
Nicholas Arre (CRD# 1839986) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Kingwood, TX and has over 35 years of experience in the finance industry.
Donald Atherton (CRD# 1865816) is an Investment Advisor Representative working at Ubs Financial Services Inc. in The Woodlands, TX and has over 29 years of experience in the finance industry.
James Awalt (CRD# 4466664) is an Investment Advisor Representative working at B & V Advisors, LLC in Kingwood, TX and has over 22 years of experience in the finance industry.
Moria Bailey (CRD# 6355440) is an Investment Advisor Representative working at Edward Jones in Humble, TX and has over 5 years of experience in the finance industry.
Carter Baker (CRD# 1870821) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Woodlands, TX and has over 35 years of experience in the finance industry.
Stephen Bauer (CRD# 5477953) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 16 years of experience in the finance industry. Stephen Bauer 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.
Jonathan Beach (CRD# 4424985) is an Investment Advisor Representative working at Rockland Capital, LP in The Woodlands, TX and has over 22 years of experience in the finance industry.
Michael Beck (CRD# 6572472) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Woodlands, TX and has over 8 years of experience in the finance industry.
Lawrence Bedard (CRD# 2300509) is an Investment Advisor Representative working at D.h. Hill Advisors, Inc. in Kingwood, TX and has over 19 years of experience in the finance industry.
Nathan Bell (CRD# 5554589) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Woodlands, TX and has over 15 years of experience in the finance industry.