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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 Bailes (CRD# 4439912) is an Investment Advisor Representative working at Wealth Management Investment Advisors, LLC in Spring, TX and has over 22 years of experience in the finance industry. James Bailes 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.
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.
Jeffrey Baker (CRD# 1411708) is an Investment Advisor Representative working at Money Concepts Advisory Service in Montgomery, TX and has over 38 years of experience in the finance industry.
John Baker (CRD# 4782038) is an Investment Advisor Representative working at Edward Jones in The Woodlands, TX and has over 19 years of experience in the finance industry.
Brent Banker (CRD# 2551595) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Woodlands, TX and has over 29 years of experience in the finance industry.
Gregory Barcello (CRD# 2279068) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Houston, TX and has over 31 years of experience in the finance industry.
Robert Bard (CRD# 2926578) is an Investment Advisor Representative working at The Sum in The Woodlands, TX and has over 26 years of experience in the finance industry. Robert Bard 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.
Vita Barrio (CRD# 2632765) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Houston, TX and has over 28 years of experience in the finance industry.
Sheryl Barron (CRD# 4901824) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Cypress, TX and has over 19 years of experience in the finance industry.