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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
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.
Jeffrey Baker (CRD# 1411708) is an Investment Advisor Representative working at Money Concepts Advisory Service in Montgomery, TX and has over 38 years of experience in the finance industry.
Keith Baker (CRD# 2854717) is an Investment Advisor Representative working at Eagle Strategies LLC in Bryan, TX and has over 27 years of experience in the finance industry.
Eric Bartee (CRD# 5912117) is an Investment Advisor Representative working at Bartee Capital Management, LLC in Montgomery, TX and has over 7 years of experience in the finance industry.
Reynaldo Batista (CRD# 6322284) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Montgomery, TX and has over 9 years of experience in the finance industry.
Andrea Billquist (CRD# 6683079) is an Investment Advisor Representative working at Briaud Financial Advisors in College Station, TX and has over 7 years of experience in the finance industry. Andrea Billquist 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.
Lindsey Black (CRD# 4551667) is an Investment Advisor Representative working at Oakstreet Wealth Management, Inc. in Magnolia, TX and has over 20 years of experience in the finance industry.
James Blake (CRD# 1269497) is an Investment Advisor Representative working at Lpl Financial LLC in Tomball, TX and has over 40 years of experience in the finance industry.
Clint Blinka (CRD# 6584367) is an Investment Advisor Representative working at Edward Jones in Montgomery, TX and has over 5 years of experience in the finance industry.
Sherry Bogus (CRD# 4465805) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Montgomery, TX and has over 22 years of experience in the finance industry.