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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
Kaitlin Bergquist (CRD# 6991304) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 5 years of experience in the finance industry.
Miguel Bernard (CRD# 6766826) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Frisco, TX and has over 6 years of experience in the finance industry.
Eric Berndt (CRD# 4824438) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 13 years of experience in the finance industry. Eric Berndt 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.
Jacob Berrey (CRD# 6780912) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 7 years of experience in the finance industry.
Charles Berry (CRD# 4880748) is an Investment Advisor Representative working at Advisor Resource Council in Dallas, TX and has over 19 years of experience in the finance industry.
Dennis Berry (CRD# 3156326) is an Investment Advisor Representative working at Black Knight Wealth Management, LLC in Frisco, TX and has over 25 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.
Andrew Berson (CRD# 6074965) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 11 years of experience in the finance industry.
Durrell Bess (CRD# 6188590) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 11 years of experience in the finance industry.