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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 Nielsen (CRD# 5157939) is an Investment Advisor Representative working at Lpl Financial LLC in Forestburg, TX and has over 17 years of experience in the finance industry. James Nielsen 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.
Kathy Bauer (CRD# 4400425) is an Investment Advisor Representative working at Edward Jones in Denton, TX and has over 14 years of experience in the finance industry.
Tricia Beevers (CRD# 1753579) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Denton, TX and has over 31 years of experience in the finance industry.
Gary Bilyeu (CRD# 6457268) is an Investment Advisor Representative working at Independent Wealth Network, Inc. in Sanger, TX and has over 9 years of experience in the finance industry.
Alexander Bischoff (CRD# 6696954) is an Investment Advisor Representative working at Kipos Wealth in Denton, TX and has over 7 years of experience in the finance industry.
Cary Bohn (CRD# 3061867) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Decatur, TX and has over 16 years of experience in the finance industry.
William Bowker (CRD# 4540049) is an Investment Advisor Representative working at Edward Jones in Decatur, TX and has over 21 years of experience in the finance industry. William Bowker 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.
Constance Breathitt (CRD# 5926624) is an Investment Advisor Representative working at Edward Jones in Denton, TX and has over 12 years of experience in the finance industry.
Gary Calmes (CRD# 5417305) is an Investment Advisor Representative working at Avantax Advisory Services in Denton, TX and has over 16 years of experience in the finance industry. Gary Calmes 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.
Cary Cates (CRD# 5761798) is an Investment Advisor Representative working at Cates Fp, Cates Tax Advisory in Gainesville, TX and has over 13 years of experience in the finance industry. Cary Cates 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.