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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
Will Rogers (CRD# 4828456) is an Investment Advisor Representative working at Rogers Capital Advisors, LLC in Horseshoe Bay, TX and has over 19 years of experience in the finance industry. Will Rogers 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.
Gregory Rollo (CRD# 5080951) is an Investment Advisor Representative working at Edward Jones in Leander, TX and has over 18 years of experience in the finance industry.
Preston Rosamond (CRD# 4343488) is a Registered Investment Advisor in Marble Falls, TX and has over 18 years of experience in the finance industry.
Jeff Ruen (CRD# 3263131) is an Investment Advisor Representative working at Principal Securities, Inc. in Cedar Park, TX and has over 24 years of experience in the finance industry.
Brady Scott (CRD# 4750687) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 20 years of experience in the finance industry.
Mark Scott (CRD# 1577791) is an Investment Advisor Representative working at Trinvest Advisors, LLC in Volente, TX and has over 37 years of experience in the finance industry.
Jason W. Self, CFA, CFP® has 15 years of experience in private wealth management as a high net worth portfolio manager. Jason’s background includes co-managing the investment models for the Wells Managed Portfolio Group. In this role, he was responsible for the strategic and tactical asset allocation as well as investment selection of billions of dollars in assets.
He has experience as an equity research analyst covering the semiconductor industry. He has an affinity for technology and previously worked as an associate product engineer in the advanced vehicle systems division of Motorola...
Lindsey Sharpe (CRD# 5273386) is an Investment Advisor Representative working at Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX and has over 9 years of experience in the finance industry.
Andrew Shipman (CRD# 6769383) is an Investment Advisor Representative working at Edward Jones in Cedar Park, TX and has over 6 years of experience in the finance industry.
Corey Skahill (CRD# 5807174) is an Investment Advisor Representative working at Edward Jones in Marble Falls, TX and has over 13 years of experience in the finance industry.