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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
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.
Cody Bennett (CRD# 7070812) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 5 years of experience in the finance industry.
Richard Bennett (CRD# 4782041) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 20 years of experience in the finance industry.
Roderick Bennett (CRD# 6993094) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 5 years of experience in the finance industry.
Maya Bensen (CRD# 3008062) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 10 years of experience in the finance industry.
Milton Bensten (CRD# 6103296) is an Investment Advisor Representative working at Edward Jones in Frisco, TX and has over 11 years of experience in the finance industry.
Chris Bentley (CRD# 4689318) is an Investment Advisor Representative working at Parker Prescott Capital Management in Plano, TX and has over 14 years of experience in the finance industry.
Simon Beresford (CRD# 5372964) is an Investment Advisor Representative working at Capital Advisors, Inc. in Frisco, TX and has over 16 years of experience in the finance industry. Simon Beresford 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.
Hilary Bergman (CRD# 1834738) is an Investment Advisor Representative working at Pelion Investment Advisors, Inc. in Dallas, TX and has over 32 years of experience in the finance industry.
Michael Bergman (CRD# 2397138) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Frisco, TX and has over 30 years of experience in the finance industry.