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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
Frank Aswad (CRD# 2903792) is an Investment Advisor Representative working at Edward Jones in Colleyville, TX and has over 22 years of experience in the finance industry.
Paul Attaway (CRD# 5510404) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 15 years of experience in the finance industry.
Bruce Austin (CRD# 4302361) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 23 years of experience in the finance industry.
Keyana Avery (CRD# 5900697) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
Douglas Baker (CRD# 2475949) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 29 years of experience in the finance industry.
Robert Baker (CRD# 5593069) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 8 years of experience in the finance industry.
Marie Baldenegro (CRD# 5041743) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 9 years of experience in the finance industry.
Adam Ballard (CRD# 6817416) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.
William Banister (CRD# 5985708) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 7 years of experience in the finance industry.
Nicholas Barnwell (CRD# 2003368) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 33 years of experience in the finance industry. Nicholas Barnwell 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.