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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
Nan Lesnick (CRD# 832364) is an Investment Advisor Representative working at First Heartland Consultants, Inc. in Boerne, TX and has over 29 years of experience in the finance industry.
Michael Levingston (CRD# 4641963) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wimberley, TX and has over 20 years of experience in the finance industry.
Barton Lindemann (CRD# 2676355) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Boerne, TX and has over 11 years of experience in the finance industry.
Gavin Loftus (CRD# 3071764) is an Investment Advisor Representative working at Edward Jones in Dripping Springs, TX and has over 25 years of experience in the finance industry. Gavin Loftus 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.
Omar Lozano (CRD# 1663540) is an Investment Advisor Representative working at Pnc Investments in Boerne, TX and has over 36 years of experience in the finance industry.
Steven Majoris (CRD# 6079054) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 10 years of experience in the finance industry.
Ryan Marquard (CRD# 6138255) is an Investment Advisor Representative working at Edward Jones in Boerne, TX and has over 11 years of experience in the finance industry.
Craig Matson (CRD# 1345298) is an Investment Advisor Representative working at Blue Dock Capital LLC in Fair Oaks Ranch, TX and has over 39 years of experience in the finance industry.
James McAnelly (CRD# 5614592) is an Investment Advisor Representative working at Edward Jones in Boerne, TX and has over 15 years of experience in the finance industry.
Margaret McCall (CRD# 1225357) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boerne, TX and has over 22 years of experience in the finance industry.