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Distance Only Buda, TX
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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
Ronald Ernst (CRD# 4545365) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Buda, TX and has over 10 years of experience in the finance industry.
Thomas Hall (CRD# 1407723) is an Investment Advisor Representative working at Lpl Financial LLC in Buda, TX and has over 38 years of experience in the finance industry.
Adam Jolliff (CRD# 6783625) is an Investment Advisor Representative working at Edward Jones in Buda, TX and has over 6 years of experience in the finance industry.
Shirley Malone (CRD# 1358915) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Buda, TX and has over 38 years of experience in the finance industry.
Christopher Perkins (CRD# 6565826) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Buda, TX and has over 8 years of experience in the finance industry.
Kerry Roberts (CRD# 2094410) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Buda, TX and has over 33 years of experience in the finance industry. Kerry Roberts 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.
Alan Schauer (CRD# 6451237) is an Investment Advisor Representative working at Triad Advisors, LLC in Buda, TX and has over 9 years of experience in the finance industry.
Jamie Smith (CRD# 5775733) is an Investment Advisor Representative working at Triad Advisors, LLC in Buda, TX and has over 10 years of experience in the finance industry.
Kevin Spotts (CRD# 6652313) is an Investment Advisor Representative working at Edward Jones in Buda, TX and has over 7 years of experience in the finance industry.
Becky Walker (CRD# 2128198) is an Investment Advisor Representative working at Triad Advisors, LLC in Buda, TX and has over 33 years of experience in the finance industry. Becky Walker 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.