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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
Jon Billinger (CRD# 1932898) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Spring, TX and has over 33 years of experience in the finance industry.
Daniel Bingham (CRD# 6323927) is an Investment Advisor Representative working at Peirce Capital Management, LLC in The Woodlands, TX and has over 10 years of experience in the finance industry.
Trent Birdsong (CRD# 2609086) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in The Woodlands, TX and has over 28 years of experience in the finance industry. Trent Birdsong 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.
Lindsey Black (CRD# 4551667) is an Investment Advisor Representative working at Oakstreet Wealth Management, Inc. in Magnolia, TX and has over 20 years of experience in the finance industry.
Diana Blair (CRD# 4504593) is an Investment Advisor Representative working at Sage Capital Advisors, LLC in Tomball, TX and has over 20 years of experience in the finance industry.
Richard Blair (CRD# 2256412) is an Investment Advisor Representative working at Wealth Solutions, Inc. in The Woodlands, TX and has over 31 years of experience in the finance industry.
James Blake (CRD# 1269497) is an Investment Advisor Representative working at Lpl Financial LLC in Tomball, TX and has over 40 years of experience in the finance industry.
Clint Blinka (CRD# 6584367) is an Investment Advisor Representative working at Edward Jones in Montgomery, TX and has over 5 years of experience in the finance industry.
Darren Bobley (CRD# 2206017) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in The Woodlands, TX and has over 23 years of experience in the finance industry. Darren Bobley 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.
Jessica Boehm (CRD# 4954543) is an Investment Advisor Representative working at Lpl Financial LLC in The Woodlands, TX and has over 14 years of experience in the finance industry.