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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
Brian Ablutz (CRD# 4638076) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has over 20 years of experience in the finance industry.
Robert Allsup (CRD# 4662141) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has over 20 years of experience in the finance industry.
Darrell Amsden (CRD# 1497594) is an Investment Advisor Representative working at Esi Financial Advisors in Southlake, TX and has over 37 years of experience in the finance industry.
Kirk Badii (CRD# 5829768) is an Investment Advisor Representative working at Independent Financial Group, LLC in Southlake, TX and has over 12 years of experience in the finance industry.
Merry Bagwell (CRD# 3139790) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Southlake, TX and has over 25 years of experience in the finance industry.
Russell Baker (CRD# 5922933) is an Investment Advisor Representative working at Lpl Financial LLC in Southlake, TX and has over 11 years of experience in the finance industry.
Oscar Barillas (CRD# 2992136) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Southlake, TX and has over 25 years of experience in the finance industry.
Lucas Barton (CRD# 5105613) is an Investment Advisor Representative working at Sageview Advisory Group, LLC in Southlake, TX and has over 17 years of experience in the finance industry. Lucas Barton 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.
Brad Bartz (CRD# 5711276) is an Investment Advisor Representative working at Ridgewood Wealth Management LLC in Southlake, TX and has over 14 years of experience in the finance industry.
Julie Bird (CRD# 2465298) is an Investment Advisor Representative working at Mml Investors Services, LLC in Southlake, TX and has over 30 years of experience in the finance industry.