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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
Diana Bacon (CRD# 3082742) is an Investment Advisor Representative working at Apella Wealth in Dallas, TX and has over 25 years of experience in the finance industry. Diana Bacon 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.
James Bade (CRD# 4399986) is an Investment Advisor Representative working at First Command Advisory Services in Fort Worth, TX and has over 22 years of experience in the finance industry.
Susan Bailey (CRD# 5295723) is an Investment Advisor Representative working at Crow Holdings Capital in Dallas, TX and has over 2 years of experience in the finance industry.
Dana Baker (CRD# 1468835) is an Investment Advisor Representative working at Precept Management, LLC in Dallas, TX and has over 24 years of experience in the finance industry.
Gerald Baker (CRD# 10707) is an Investment Advisor Representative working at Gerald Baker Financial Group, L.l.c.dba Baker Financial Services in Arlington, TX and has over 29 years of experience in the finance industry.
Richard Baker (CRD# 3179459) is an Investment Advisor Representative working at Equitable Advisors, LLC in Fort Worth, TX and has over 25 years of experience in the finance industry.
Randolph Balch (CRD# 11062) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mesquite, TX and has over 25 years of experience in the finance industry.
Anthony Balderas (CRD# 6410931) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Arlington, TX and has over 9 years of experience in the finance industry.
Neal Ballance (CRD# 6433800) is an Investment Advisor Representative working at Edward Jones in Lancaster, TX and has over 9 years of experience in the finance industry.
Marty Ballesteros (CRD# 4661468) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Arlington, TX and has over 10 years of experience in the finance industry.