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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
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.
Samuel Bryant (CRD# 6598555) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Allen, TX and has over 8 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.
William Bulmer (CRD# 1128947) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Boca Raton, FL and has over 24 years of experience in the finance industry. William Bulmer 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.
Larry Burgess (CRD# 1130653) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Richardson, TX and has over 40 years of experience in the finance industry. Larry Burgess 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.
Daniel Burke (CRD# 2539803) is an Investment Advisor Representative working at Lpl Financial LLC in Boca Raton, FL and has over 29 years of experience in the finance industry.
Ilyssa Burke (CRD# 2645669) is an Investment Advisor Representative working at Next Financial Group, Inc. in Boca Raton, FL and has over 20 years of experience in the finance industry.
Karen Burke (CRD# 1490594) is an Investment Advisor Representative working at Lpl Financial LLC in Boca Raton, FL and has over 37 years of experience in the finance industry.
Thomas Burke (CRD# 35874) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Richardson, TX and has over 33 years of experience in the finance industry.