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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
Matthew Bennett (CRD# 6122751) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 11 years of experience in the finance industry. Matthew 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.
Leonard Bettencourt (CRD# 4025897) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry.
Nathaniel Biddick (CRD# 5271923) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 17 years of experience in the finance industry. Nathaniel Biddick 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.
Evan Bloom (CRD# 4159614) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 23 years of experience in the finance industry.
Jonathan Blumenthal (CRD# 4080699) is an Investment Advisor Representative working at Quotient Wealth Partners, LLC in Irving, TX and has over 24 years of experience in the finance industry.
Michael Bonventure (CRD# 3163196) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 25 years of experience in the finance industry. Michael Bonventure 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 Boone (CRD# 6671123) is an Investment Advisor Representative working at American Beacon Advisors, Inc. in Irving, TX and has 1 year of experience in the finance industry.
Mark Bossi (CRD# 2247819) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 31 years of experience in the finance industry.
Mark Bowlby (CRD# 2880028) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Irving, TX and has over 26 years of experience in the finance industry.
Christopher Boynton (CRD# 4265211) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 24 years of experience in the finance industry. Christopher Boynton 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.