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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
Randy Breidbart (CRD# 1129845) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boca Raton, FL and has over 38 years of experience in the finance industry.
James Brennan (CRD# 4615301) is an Investment Advisor Representative working at Planmember Securities Corporation in Richardson, TX and has over 20 years of experience in the finance industry.
Katie Brewer (CRD# 4841855) is an Investment Advisor Representative working at Your Richest Life in Plano, TX and has over 19 years of experience in the finance industry. Katie Brewer 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.
Billy Briggs (CRD# 4008054) is an Investment Advisor Representative working at Clear And Simple Financial Group LLC in Allen, TX and has over 24 years of experience in the finance industry.
Bryan Brokaw (CRD# 5014907) is an Investment Advisor Representative working at Edward Jones in Wylie, TX and has over 18 years of experience in the finance industry.
Carter Brower (CRD# 2649642) is an Investment Advisor Representative working at Newedge Advisors in Plano, TX and has over 27 years of experience in the finance industry.
Brian Brown (CRD# 2320588) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Mckinney, TX and has over 30 years of experience in the finance industry.
Toby Brown (CRD# 6805178) is an Investment Advisor Representative working at Advice And Planning Services in Allen, TX and has over 6 years of experience in the finance industry.
Michael Bryant (CRD# 5317574) is an Investment Advisor Representative working at Edward Jones in Mesquite, TX and has over 16 years of experience in the finance industry.
William Buckley (CRD# 4643875) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Sachse, TX and has over 21 years of experience in the finance industry. William Buckley 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.