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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
Alyssa Dewendt (CRD# 5818742) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Georgetown, TX and has over 13 years of experience in the finance industry.
Leslie Die (CRD# 4824565) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 19 years of experience in the finance industry.
Garry Dippel (CRD# 1035671) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Georgetown, TX and has over 40 years of experience in the finance industry.
Melanie Dohrman (CRD# 5409754) is an Investment Advisor Representative working at Lpl Financial LLC in Pflugerville, TX and has over 16 years of experience in the finance industry. Melanie Dohrman 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.
John Dolliver (CRD# 5896355) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Park, TX and has over 12 years of experience in the finance industry.
Michael Dosier (CRD# 4450806) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 22 years of experience in the finance industry.
Richard Dwinell (CRD# 1262813) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harker Heights, TX and has over 39 years of experience in the finance industry.
Laurence Egle (CRD# 1274730) is an Investment Advisor Representative working at Avantax Advisory Services in Round Rock, TX and has over 39 years of experience in the finance industry.
Jonathan Ellefson (CRD# 1625977) is an Investment Advisor Representative working at Intervest International, Inc. in Harker Heights, TX and has over 37 years of experience in the finance industry.