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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
Jonathan Born (CRD# 4506127) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in The Woodlands, TX and has over 21 years of experience in the finance industry.
James Boston (CRD# 2233822) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Woodlands, TX and has over 31 years of experience in the finance industry.
Peggy Bowers (CRD# 1611326) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in The Woodlands, TX and has over 29 years of experience in the finance industry. Peggy Bowers 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.
Brian Bowman (CRD# 2142023) is an Investment Advisor Representative working at Edward Jones in The Woodlands, TX and has over 32 years of experience in the finance industry. Brian Bowman 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.
David Brady (CRD# 3004285) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in The Woodlands, TX and has over 26 years of experience in the finance industry.
Elizabeth Brady (CRD# 6284248) is an Investment Advisor Representative working at Avion Wealth in The Woodlands, TX and has over 10 years of experience in the finance industry.
Michael Brcic (CRD# 2113002) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in The Woodlands, TX and has over 33 years of experience in the finance industry.
Monica Breaker (CRD# 2790010) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has over 15 years of experience in the finance industry.
Luke Brown (CRD# 4030307) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in The Woodlands, TX and has over 24 years of experience in the finance industry.
Justin Brownlee (CRD# 6166759) is an Investment Advisor Representative working at Brownlee Wealth Management in The Woodlands, TX and has over 10 years of experience in the finance industry. Justin Brownlee 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.