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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
Duane Bolpa (CRD# 4133379) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 17 years of experience in the finance industry.
Timothy Bonura (CRD# 5824541) is an Investment Advisor Representative working at Primerica Advisors in Houston, TX and has over 13 years of experience in the finance industry.
Aric Boullion (CRD# 4941716) is an Investment Advisor Representative working at Edward Jones in Baytown, TX and has over 18 years of experience in the finance industry.
Jennifer Box (CRD# 5423832) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 16 years of experience in the finance industry.
Lawrence Boyles (CRD# 2722563) is an Investment Advisor Representative working at Retirement Specialist in Houston, TX and has over 20 years of experience in the finance industry. Retirement Specialists is a fee-only firm specializing in helping employees retire and receive monthly paychecks in retirement. Lawrence has been quoted in The Wall Street Journal, the Houston Chronicle, and has been interviewed on several TV shows.
Robert Bozka (CRD# 2136863) is an Investment Advisor Representative working at Edward Jones in Friendswood, TX and has over 33 years of experience in the finance industry.
Lucinda Bradley (CRD# 4542477) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in League City, TX and has over 16 years of experience in the finance industry.
William Branham (CRD# 1780061) is an Investment Advisor Representative working at Lpl Financial LLC in Friendswood, TX and has over 36 years of experience in the finance industry.
Sally Branson (CRD# 4147887) is an Investment Advisor Representative working at Texas Family Wealth, LLC in Friendswood, TX and has over 23 years of experience in the finance industry.
John Brinley (CRD# 2340445) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Friendswood, TX and has over 31 years of experience in the finance industry. John Brinley 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.