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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
William Bartram (CRD# 5403136) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 12 years of experience in the finance industry.
James Baurichter (CRD# 4761694) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 19 years of experience in the finance industry.
Dean Belknap (CRD# 6369410) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 10 years of experience in the finance industry. Dean Belknap 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.
Katrina Bell (CRD# 6327823) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 9 years of experience in the finance industry.
Cassidy Belter (CRD# 6164258) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 9 years of experience in the finance industry.
Shane Bengtson (CRD# 3097455) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 19 years of experience in the finance industry.
Omar Benmansour (CRD# 5069720) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 18 years of experience in the finance industry. Omar Benmansour 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.
Andrew Bennett (CRD# 5776543) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 12 years of experience in the finance industry. Andrew Bennett 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.
Katlyn Berrettini (CRD# 6859400) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
Lori Berry (CRD# 2295006) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 6 years of experience in the finance industry.