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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
Andrew Voiles (CRD# 5737466) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Boerne, TX and has over 14 years of experience in the finance industry.
Alec Walker (CRD# 6387228) is an Investment Advisor Representative working at Crestmont Private Wealth LLC in Boerne, TX and has over 9 years of experience in the finance industry. Alec Walker 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.
Jeannie Wallace (CRD# 4219896) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boerne, TX and has over 22 years of experience in the finance industry.
Scott Wallace (CRD# 2433724) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Boerne, TX and has over 30 years of experience in the finance industry. Scott Wallace 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.
Brett Wheeler (CRD# 5472903) is an Investment Advisor Representative working at Advisor Logistics, LLC in Boerne, TX and has over 16 years of experience in the finance industry. Brett Wheeler 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.
Edward White (CRD# 5298836) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 16 years of experience in the finance industry.
Nicholas Williams (CRD# 5836696) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 13 years of experience in the finance industry.
Kelly Wright (CRD# 2835310) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Boerne, TX and has over 19 years of experience in the finance industry.
Milton Wright (CRD# 473347) is an Investment Advisor Representative working at United Securities Advisors in Boerne, TX and has over 44 years of experience in the finance industry.
Larry Wynn (CRD# 4680676) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Boerne, TX and has over 20 years of experience in the finance industry.