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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
Courtney Bechtol (CRD# 5823025) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Austin, TX and has over 12 years of experience in the finance industry.
James Beck (CRD# 1729263) is an Investment Advisor Representative working at Beck Capital Management LLC in Austin, TX and has over 35 years of experience in the finance industry.
Todd Beckmann (CRD# 5791964) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 13 years of experience in the finance industry. Todd Beckmann 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.
Yesenia Beckmann (CRD# 5754818) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 14 years of experience in the finance industry. Yesenia Beckmann 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.
Karen Bedford (CRD# 2123797) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 30 years of experience in the finance industry.
Phillip Bedford (CRD# 6983197) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 5 years of experience in the finance industry.
Gil Beer (CRD# 4910876) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 18 years of experience in the finance industry.
Benjamin Belanger (CRD# 5293459) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 17 years of experience in the finance industry.
Amber Bell (CRD# 5430390) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 14 years of experience in the finance industry.
Monica Bellner (CRD# 4023093) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 8 years of experience in the finance industry.