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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
Harold Austin (CRD# 834477) is an Investment Advisor Representative working at Lpl Financial LLC in Waller, TX and has over 19 years of experience in the finance industry.
Daniel Ayala (CRD# 6176816) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tomball, TX and has over 8 years of experience in the finance industry.
James Bailes (CRD# 4439912) is an Investment Advisor Representative working at Wealth Management Investment Advisors, LLC in Spring, TX and has over 22 years of experience in the finance industry. James Bailes 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.
Carter Baker (CRD# 1870821) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in The Woodlands, TX and has over 35 years of experience in the finance industry.
John Baker (CRD# 4782038) is an Investment Advisor Representative working at Edward Jones in The Woodlands, TX and has over 19 years of experience in the finance industry.
Brent Banker (CRD# 2551595) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Woodlands, TX and has over 29 years of experience in the finance industry.
Robert Bard (CRD# 2926578) is an Investment Advisor Representative working at The Sum in The Woodlands, TX and has over 26 years of experience in the finance industry. Robert Bard 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.
Diana Barnes (CRD# 3078703) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Huntsville, TX and has over 25 years of experience in the finance industry.
Cody Bartlett (CRD# 5693942) is an Investment Advisor Representative working at Lpl Financial LLC in Conroe, TX and has over 14 years of experience in the finance industry. Cody Bartlett 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.
Stephen Bauer (CRD# 5477953) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 16 years of experience in the finance industry. Stephen Bauer 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.