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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
Tamlyn Baker (CRD# 2381974) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Plano, TX and has over 30 years of experience in the finance industry. Tamlyn Baker 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.
Maximiliano Balli (CRD# 6476858) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 7 years of experience in the finance industry.
Joshua Bannerman (CRD# 3263257) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has over 24 years of experience in the finance industry. Joshua Bannerman 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.
Jonathan Barham (CRD# 2928119) is an Investment Advisor Representative working at Pnc Investments in Mckinney, TX and has over 26 years of experience in the finance industry.
Ryan Barker (CRD# 5643374) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sherman, TX and has over 14 years of experience in the finance industry.
Heidi Barnett (CRD# 5142362) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 17 years of experience in the finance industry.
James Barnett (CRD# 6712663) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 7 years of experience in the finance industry.
Mario Barone (CRD# 1160694) is an Investment Advisor Representative working at Lpl Financial LLC in Mckinney, TX and has over 22 years of experience in the finance industry.
David Barr (CRD# 4718567) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 18 years of experience in the finance industry.
James Barrett (CRD# 6313588) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 9 years of experience in the finance industry.