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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
Benjamin Archer (CRD# 5122832) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bee Cave, TX and has over 16 years of experience in the finance industry.
Viraj Arjan (CRD# 5471292) is an Investment Advisor Representative working at Concap LLC in Bee Cave, TX and has over 6 years of experience in the finance industry. Viraj Arjan 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.
Adam Besand (CRD# 6526361) is an Investment Advisor Representative working at Edward Jones in Bee Cave, TX and has over 6 years of experience in the finance industry.
George Blake (CRD# 6643176) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bee Cave, TX and has over 6 years of experience in the finance industry.
Kimberly Carvajal (CRD# 6306590) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bee Cave, TX and has over 5 years of experience in the finance industry.
Kelly Caves (CRD# 1585458) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bee Cave, TX and has over 34 years of experience in the finance industry.
Ann Connolly (CRD# 3241613) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bee Cave, TX and has over 21 years of experience in the finance industry. Ann Connolly 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.
Duane Cooper (CRD# 838488) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bee Cave, TX and has over 43 years of experience in the finance industry. Duane Cooper 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.
Ajay Gupta (CRD# 6575437) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bee Cave, TX and has over 6 years of experience in the finance industry.
Kip Harris (CRD# 2232793) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Bee Cave, TX and has over 30 years of experience in the finance industry.