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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
David Barnett (CRD# 1746235) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 27 years of experience in the finance industry.
Perry Barnett (CRD# 6419637) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 9 years of experience in the finance industry.
John Barrow (CRD# 6279264) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 10 years of experience in the finance industry. John Barrow 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.
Denise Barrows (CRD# 2569201) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 29 years of experience in the finance industry.
Cary Bazan (CRD# 6390823) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Irving, TX and has over 9 years of experience in the finance industry.
Gerald Beaullieu (CRD# 4051518) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry.
Matthew Bennett (CRD# 6122751) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 11 years of experience in the finance industry. Matthew Bennett 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.
Tabetha Berge (CRD# 6954458) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 5 years of experience in the finance industry.
Leonard Bettencourt (CRD# 4025897) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Nathaniel Biddick (CRD# 5271923) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 17 years of experience in the finance industry. Nathaniel Biddick 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.