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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
Zachary Bakht (CRD# 6448472) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 9 years of experience in the finance industry.
Marie Baldenegro (CRD# 5041743) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 9 years of experience in the finance industry.
Daniel Balderston (CRD# 5179391) is an Investment Advisor Representative working at Equitable Advisors, LLC in Dallas, TX and has over 16 years of experience in the finance industry.
Jayson Bales (CRD# 3128534) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Dallas, TX and has over 25 years of experience in the finance industry.
Adam Ballard (CRD# 6817416) 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.
Maximiliano Balli (CRD# 6476858) 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.
William Banister (CRD# 5985708) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 7 years of experience in the finance industry.
Aurash Banitaba (CRD# 6198104) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 8 years of experience in the finance industry.
Lindsey Banks (CRD# 4398801) is an Investment Advisor Representative working at Avantax Advisory Services in Irving, TX and has over 16 years of experience in the finance industry.
Joshua Bannerman (CRD# 3263257) is an Investment Advisor Representative working at Bannerman Wealth in Lewisville, TX and has over 24 years of experience in the finance industry. Joshua Bannerman 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.