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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
Patrick Foy (CRD# 1485275) is an Investment Advisor Representative working at Lpl Financial LLC in Winnie, TX and has over 34 years of experience in the finance industry. Patrick Foy 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.
Paul Grover (CRD# 2338518) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Winnie, TX and has over 30 years of experience in the finance industry.
Dustin Albanese (CRD# 5361355) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Beaumont, TX and has over 16 years of experience in the finance industry.
Byron Eddie Arnold (CRD# 5908228) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Beaumont, TX and has over 12 years of experience in the finance industry. Byron Eddie Arnold 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.
Clarke Baker (CRD# 5918449) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Beaumont, TX and has over 12 years of experience in the finance industry. Clarke 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.
Craig Belaire (CRD# 2890536) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 26 years of experience in the finance industry.
Omar Bitar (CRD# 5314356) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Beaumont, TX and has over 16 years of experience in the finance industry.
Kevin Bohm (CRD# 5770367) is an Investment Advisor Representative working at Edward Jones in Beaumont, TX and has over 13 years of experience in the finance industry.
Willie Brown (CRD# 1601543) is an Investment Advisor Representative working at Edward Jones in Beaumont, TX and has over 25 years of experience in the finance industry.
Mary Bruce-Helson (CRD# 4185371) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Beaumont, TX and has over 23 years of experience in the finance industry.