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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
Paul Bateman (CRD# 2419936) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Plano, TX and has over 30 years of experience in the finance industry.
Ari Baum (CRD# 2936322) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 24 years of experience in the finance industry.
Matthew Baumann (CRD# 5753690) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 13 years of experience in the finance industry. Matthew Baumann 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.
Taylor Baumann (CRD# 6809704) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Plano, TX and has over 5 years of experience in the finance industry.
John Baumgarten (CRD# 5359669) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Dallas, TX and has over 16 years of experience in the finance industry.
Thomas Bausley (CRD# 2608768) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Richardson, TX and has over 29 years of experience in the finance industry.
Shawn Baxter (CRD# 4346594) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Dallas, TX and has over 23 years of experience in the finance industry.
John Bazan (CRD# 4779578) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has over 20 years of experience in the finance industry.
Patrick Beaird (CRD# 2789900) is an Investment Advisor Representative working at Beaird Harris in Dallas, TX and has over 27 years of experience in the finance industry.
Barron Beal (CRD# 4046616) is an Investment Advisor Representative working at Captrust in Dallas, TX and has over 24 years of experience in the finance industry.