-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Vanessa Avila (CRD# 5319464) is an Investment Advisor Representative working at Mcgowan Group Asset Management, Inc. in Dallas, TX and has over 16 years of experience in the finance industry.
Umer Awan (CRD# 6113301) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dallas, TX and has over 11 years of experience in the finance industry.
Hugo Azpeitia Pedroza (CRD# 6431396) is an Investment Advisor Representative working at Advice And Planning Services in Red Oak, TX and has over 9 years of experience in the finance industry.
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.
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.
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.
Kyle Ballard (CRD# 6114699) is an Investment Advisor Representative working at Bolgiano Capital Management in Midlothian, TX and has over 11 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.
Wesley Bangs (CRD# 5516177) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Dallas, TX and has over 15 years of experience in the finance industry.
John Barber (CRD# 5366219) is an Investment Advisor Representative working at Barrow Hanley Global Investors in Dallas, TX and has over 16 years of experience in the finance industry.