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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
Sophia Berman (CRD# 3123316) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 24 years of experience in the finance industry.
Roger Berry (CRD# 2113733) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 33 years of experience in the finance industry.
Justin Bertelson (CRD# 5748281) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 14 years of experience in the finance industry.
Bruce Bessner (CRD# 1809667) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 35 years of experience in the finance industry. Bruce Bessner 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.
Richard Betts (CRD# 2425560) is an Investment Advisor Representative working at Barton Creek Advisors, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.
Merle Bickford (CRD# 6477323) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 8 years of experience in the finance industry.
Timothy Bicknase (CRD# 6351552) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 9 years of experience in the finance industry.
Jonathan Billiot (CRD# 6681317) is an Investment Advisor Representative working at Ark Wealth Management in Austin, TX and has over 7 years of experience in the finance industry. Jonathan Billiot 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.
Richard Bintliff (CRD# 1723699) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, TX and has over 36 years of experience in the finance industry.
Dana Bives (CRD# 6113273) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, TX and has over 11 years of experience in the finance industry.