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Distance Only Frisco, TX
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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
David Barr (CRD# 4718567) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 18 years of experience in the finance industry.
Michael Bartocci (CRD# 6392213) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 9 years of experience in the finance industry.
Christopher Beach (CRD# 5509278) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 15 years of experience in the finance industry.
Brett Beavers (CRD# 6894473) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 5 years of experience in the finance industry.
Brian Bell (CRD# 3192506) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, TX and has over 25 years of experience in the finance industry. Brian Bell 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.
Roger Bell (CRD# 1651844) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, TX and has over 36 years of experience in the finance industry.
Jesse Belville (CRD# 4506837) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 21 years of experience in the finance industry.
Roderick Bennett (CRD# 6993094) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 5 years of experience in the finance industry.
Milton Bensten (CRD# 6103296) is an Investment Advisor Representative working at Edward Jones in Frisco, TX and has over 11 years of experience in the finance industry.
Simon Beresford (CRD# 5372964) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 15 years of experience in the finance industry. Simon Beresford 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.