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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
Michael Batsell (CRD# 1149539) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Leander, TX and has over 22 years of experience in the finance industry.
Christopher Baum (CRD# 4700030) is an Investment Advisor Representative working at Palermo Wealth Management, LLC in Georgetown, TX and has over 20 years of experience in the finance industry.
Michael Bell (CRD# 6063594) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 10 years of experience in the finance industry.
Jamie Benavides (CRD# 6303196) is an Investment Advisor Representative working at Primerica Advisors in Georgetown, TX and has over 10 years of experience in the finance industry.
Ruben Benavides (CRD# 6130283) is an Investment Advisor Representative working at Pnc Investments in Cedar Park, TX and has over 11 years of experience in the finance industry.
Peter Beronio (CRD# 723447) is an Investment Advisor Representative working at Lpl Financial LLC in Killeen, TX and has over 43 years of experience in the finance industry.
Bruce Bessner (CRD# 1809667) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 35 years of experience in the finance industry. Bruce Bessner 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.
Richard Betts (CRD# 2425560) is an Investment Advisor Representative working at Barton Creek Advisors, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.
John Boles (CRD# 4737830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Georgetown, TX and has over 20 years of experience in the finance industry.
David Boren (CRD# 1563306) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 37 years of experience in the finance industry. David Boren 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.