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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
John Baergen (CRD# 4332267) is an Investment Advisor Representative working at Principal Securities, Inc. in Richardson, TX and has over 22 years of experience in the finance industry. John Baergen 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.
Mark Bailey (CRD# 6040900) is an Investment Advisor Representative working at Integrated Advisors Network LLC in Dallas, TX and has over 6 years of experience in the finance industry.
Dennis Baker (CRD# 3039988) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mckinney, TX and has over 25 years of experience in the finance industry.
Ellenore Baker (CRD# 1755115) is an Investment Advisor Representative working at Carter Advisory Services, Inc. in Dallas, TX and has over 10 years of experience in the finance industry. Ellenore Baker 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.
Randolph Balch (CRD# 11062) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mesquite, TX and has over 25 years of experience in the finance industry.
Daniel Balderston (CRD# 5179391) is an Investment Advisor Representative working at Equitable Advisors, LLC in Dallas, TX and has over 16 years of experience in the finance industry.
Jayson Bales (CRD# 3128534) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Dallas, TX and has over 25 years of experience in the finance industry.
Sherre Barber (CRD# 2340921) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 30 years of experience in the finance industry.
Daniel Barfield (CRD# 2766439) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 27 years of experience in the finance industry. Daniel Barfield 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 Barham (CRD# 2928119) is an Investment Advisor Representative working at Pnc Investments in Mckinney, TX and has over 26 years of experience in the finance industry.