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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
Eric Bartee (CRD# 5912117) is an Investment Advisor Representative working at Bartee Capital Management, LLC in Montgomery, TX and has over 7 years of experience in the finance industry.
Reynaldo Batista (CRD# 6322284) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Montgomery, TX and has over 9 years of experience in the finance industry.
Erin Battistello (CRD# 4346826) is an Investment Advisor Representative working at The Ayco Company, LP in Katy, TX and has over 17 years of experience in the finance industry.
Richard Becker (CRD# 2675024) is an Investment Advisor Representative working at Gwn Securities Inc. in Katy, TX and has over 28 years of experience in the finance industry.
Narine Bhola (CRD# 5578910) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Katy, TX and has over 15 years of experience in the finance industry.
James Bishop (CRD# 5888943) is an Investment Advisor Representative working at Dark Horse LLC in Katy, TX and has over 13 years of experience in the finance industry.
Lindsey Black (CRD# 4551667) is an Investment Advisor Representative working at Oakstreet Wealth Management, Inc. in Magnolia, TX and has over 20 years of experience in the finance industry.
Clark Blackman (CRD# 5979102) is an Investment Advisor Representative working at Alpha Wealth Strategies, LLC in Cypress, TX and has over 12 years of experience in the finance industry. Clark Blackman 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.
Clark Blackman (CRD# 1261505) is an Investment Advisor Representative working at Alpha Wealth Strategies, LLC in Cypress, TX and has over 29 years of experience in the finance industry. Clark Blackman 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.
Wesley Blackmon (CRD# 6185647) is an Investment Advisor Representative working at Edward Jones in Katy, TX and has over 10 years of experience in the finance industry.