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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
Joseph Barbour (CRD# 5474035) is an Investment Advisor Representative working at Encompass More Asset Management LLC in La Porte, TX and has over 16 years of experience in the finance industry.
Cynthia Barnett (CRD# 5272291) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Kemah, TX and has over 16 years of experience in the finance industry. Cynthia Barnett 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.
Brandon Bauerle (CRD# 6792697) is an Investment Advisor Representative working at Edward Jones in Mont Belvieu, TX and has over 6 years of experience in the finance industry.
Esther Beal (CRD# 6155813) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 10 years of experience in the finance industry.
Adam Beaty (CRD# 6336211) is an Investment Advisor Representative working at Bullogic Wealth Management in Pearland, TX and has over 9 years of experience in the finance industry. Adam Beaty 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 Berti (CRD# 6758981) is an Investment Advisor Representative working at Rhp Wealth Management in Houston, TX and has over 7 years of experience in the finance industry. Matthew Berti 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.
Jeffrey Bibler (CRD# 4174362) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Houston, TX and has over 23 years of experience in the finance industry.
David Biddle (CRD# 6036581) is an Investment Advisor Representative working at Edward Jones in Seabrook, TX and has over 11 years of experience in the finance industry.
Christopher Billings (CRD# 4856400) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Houston, TX and has over 6 years of experience in the finance industry.
Sushil Birla (CRD# 5198071) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pearland, TX and has over 15 years of experience in the finance industry.