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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
Diana Blackburn (CRD# 2838642) is an Investment Advisor Representative working at Avantax Advisory Services in Blanco, TX and has over 27 years of experience in the finance industry.
Alan Deetjen (CRD# 2127564) is an Investment Advisor Representative working at Summa Wealth Management in Blanco, TX and has over 25 years of experience in the finance industry.
Katherine Kennedy (CRD# 4189155) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Blanco, TX and has over 23 years of experience in the finance industry. Katherine Kennedy 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.
George Posada (CRD# 1106657) is an Investment Advisor Representative working at J.p. Wealth Management, LLC in Blanco, TX and has over 35 years of experience in the finance industry.
Jocelyn Abernathy (CRD# 4422977) is an Investment Advisor Representative working at Edward Jones in Boerne, TX and has over 19 years of experience in the finance industry.
Dustin Allred (CRD# 6886847) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 6 years of experience in the finance industry.
Martin Altimore (CRD# 4048) is an Investment Advisor Representative working at Msa Capital Management, Pllc in Fair Oaks Ranch, TX and has over 38 years of experience in the finance industry.
Angelique Alvarado (CRD# 2456018) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 25 years of experience in the finance industry.
Gregory Anderson (CRD# 6071519) is an Investment Advisor Representative working at Edward Jones in Canyon Lake, TX and has over 11 years of experience in the finance industry.
James Austin (CRD# 4487759) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 22 years of experience in the finance industry.