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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
David Barnett (CRD# 1746235) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 28 years of experience in the finance industry.
Heidi Barnett (CRD# 5142362) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, TX and has over 18 years of experience in the finance industry.
James Barnett (CRD# 6712663) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 7 years of experience in the finance industry.
Thomas Barnhart (CRD# 6582014) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 8 years of experience in the finance industry.
Nicholas Barnwell (CRD# 2003368) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 33 years of experience in the finance industry. Nicholas Barnwell 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.
Ashley Barr (CRD# 5325956) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Dallas, TX and has over 8 years of experience in the finance industry.
David Barr (CRD# 4718567) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 18 years of experience in the finance industry.
Oscar Barr (CRD# 2000331) is an Investment Advisor Representative working at Lpl Financial LLC in Hurst, TX and has over 34 years of experience in the finance industry. Oscar Barr 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.
Denise Barrera (CRD# 2423991) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 7 years of experience in the finance industry.
James Barrett (CRD# 6313588) 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.