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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
Jennifer Bass (CRD# 5497930) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Austin, TX and has over 12 years of experience in the finance industry.
Christopher Baum (CRD# 4700030) is an Investment Advisor Representative working at Palermo Wealth Management, LLC in Georgetown, TX and has over 20 years of experience in the finance industry.
Shelly Baumgartner (CRD# 4663285) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 20 years of experience in the finance industry. Shelly Baumgartner 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.
Donald Beattie (CRD# 5348168) is an Investment Advisor Representative working at Park Avenue Securities LLC in Austin, TX and has over 15 years of experience in the finance industry. Donald Beattie 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.
Christina Beauchamp (CRD# 6548749) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 7 years of experience in the finance industry.
Garrett Beauvais (CRD# 5079291) is an Investment Advisor Representative working at Markettrend Advisors, Ltd. in Austin, TX and has over 18 years of experience in the finance industry.
Courtney Bechtol (CRD# 5823025) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Austin, TX and has over 11 years of experience in the finance industry.
Karen Bedford (CRD# 2123797) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 30 years of experience in the finance industry.
Gil Beer (CRD# 4910876) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 18 years of experience in the finance industry.
Brent Beesley (CRD# 2387723) is an Investment Advisor Representative working at Eltekon Advisors, LLC in West Lake Hills, TX and has over 30 years of experience in the finance industry.