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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
Lisa Barrett (CRD# 5549189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 14 years of experience in the finance industry. Lisa Barrett 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.
Michael Center (CRD# 4699360) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Llano, TX and has 1 year of experience in the finance industry.
Kathryn Collins (CRD# 5152684) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 17 years of experience in the finance industry. Kathryn Collins 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.
Archie Jacoby (CRD# 4417568) is an Investment Advisor Representative working at Edward Jones in Llano, TX and has over 22 years of experience in the finance industry.
Colton Jacoby (CRD# 5335762) is an Investment Advisor Representative working at Edward Jones in Llano, TX and has over 6 years of experience in the finance industry.
Larry Levi (CRD# 2248066) is an Investment Advisor Representative working at Lpl Financial LLC in Llano, TX and has over 31 years of experience in the finance industry.
Robert Little (CRD# 5351442) is an Investment Advisor Representative working at Lpl Financial LLC in Llano, TX and has over 16 years of experience in the finance industry.
Diane Malison (CRD# 1010175) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 41 years of experience in the finance industry.
Jeffrey Prokop (CRD# 7781414) is an Investment Advisor Representative working at Edward Jones in Llano, TX and has 1 year of experience in the finance industry.
Daryl Arnett (CRD# 4495175) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 21 years of experience in the finance industry.