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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
Vita Barrio (CRD# 2632765) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Houston, TX and has over 28 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.
Cody Bartlett (CRD# 5693942) is an Investment Advisor Representative working at Lpl Financial LLC in Conroe, TX and has over 14 years of experience in the finance industry. Cody Bartlett 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.
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.
Erin Battistello (CRD# 4346826) is an Investment Advisor Representative working at The Ayco Company, LP in Katy, TX and has over 17 years of experience in the finance industry.
Matthew Batzel (CRD# 5986777) is an Investment Advisor Representative working at Rwa Wealth Partners in Houston, TX and has over 12 years of experience in the finance industry.
Stephen Bauer (CRD# 5477953) is an Investment Advisor Representative working at United Capital Financial Advisors in The Woodlands, TX and has over 16 years of experience in the finance industry. Stephen Bauer 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.
Scott Baxter (CRD# 5652307) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Houston, TX and has over 15 years of experience in the finance industry.
Jonathan Beach (CRD# 4424985) is an Investment Advisor Representative working at Rockland Capital, LP in The Woodlands, TX and has over 22 years of experience in the finance industry.
Julian Becerra (CRD# 6104157) is an Investment Advisor Representative working at Primerica Advisors in Houston, TX and has over 11 years of experience in the finance industry.