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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
William Banister (CRD# 5985708) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 7 years of experience in the finance industry.
Lindsey Banks (CRD# 4398801) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 15 years of experience in the finance industry.
Joshua Bannerman (CRD# 3263257) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has over 24 years of experience in the finance industry. Joshua Bannerman 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.
Mary Barakat (CRD# 4292940) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Gianmarco Barca (CRD# 6549125) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 8 years of experience in the finance industry.
Keith Barfield (CRD# 2005471) is an Investment Advisor Representative working at Signal Securities, Inc. in Dallas, TX and has over 34 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.
Karla Barker (CRD# 5461227) is an Investment Advisor Representative working at Lpl Financial LLC in Fort Worth, TX and has over 16 years of experience in the finance industry.
Christopher Barlow (CRD# 2978047) is an Investment Advisor Representative working at Edward Jones in Bartonville, TX and has over 26 years of experience in the finance industry.
Robert Barlow (CRD# 2630529) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Flower Mound, TX and has over 23 years of experience in the finance industry.