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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
John Baergen (CRD# 4332267) is an Investment Advisor Representative working at Principal Securities, Inc. in Richardson, TX and has over 22 years of experience in the finance industry. John Baergen 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.
Dennis Baker (CRD# 3039988) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Mckinney, TX and has over 25 years of experience in the finance industry.
Randolph Balch (CRD# 11062) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Mesquite, TX and has over 25 years of experience in the finance industry.
Jonathan Barham (CRD# 2928119) is an Investment Advisor Representative working at Pnc Investments in Mckinney, TX and has over 26 years of experience in the finance industry.
Christi Barnes (CRD# 1135693) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Richardson, TX and has over 37 years of experience in the finance industry.
Mario Barone (CRD# 1160694) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 22 years of experience in the finance industry.
Thomas Bausley (CRD# 2608768) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Richardson, TX and has over 28 years of experience in the finance industry.
Daniel Becker (CRD# 6187447) is an Investment Advisor Representative working at Strata Wealth Advisors, LLC in Dallas, TX and has over 10 years of experience in the finance industry. Daniel Becker 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.
Matthew Bednarz (CRD# 4586984) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Dallas, TX and has over 21 years of experience in the finance industry.
Roger Behymer (CRD# 5117409) is an Investment Advisor Representative working at Lpl Financial LLC in Lucas, TX and has over 17 years of experience in the finance industry.