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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
Joy Lawrence (CRD# 4776655) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 11 years of experience in the finance industry.
Michael Linam (CRD# 5792489) is an Investment Advisor Representative working at Edward Jones in Marble Falls, TX and has over 13 years of experience in the finance industry.
Gregory Lively (CRD# 2641738) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Horseshoe Bay, TX and has over 28 years of experience in the finance industry.
Gary May (CRD# 6863946) is an Investment Advisor Representative working at May Tree Financial Planning LLC in Leander, TX and has over 6 years of experience in the finance industry.
Dustin McCain (CRD# 6633985) is an Investment Advisor Representative working at Edward Jones in Cedar Park, TX and has over 7 years of experience in the finance industry.
Steve McCannon (CRD# 2517982) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marble Falls, TX and has over 29 years of experience in the finance industry.
Matthew McCracken (CRD# 4408795) is an Investment Advisor Representative working at A Sling & A Stone in Horseshoe Bay, TX and has over 22 years of experience in the finance industry.
Kelly McGrath (CRD# 5080031) is an Investment Advisor Representative working at Ironoak Wealth LLC in Cedar Park, TX and has over 13 years of experience in the finance industry.
Boyce McLoud (CRD# 6646417) is an Investment Advisor Representative working at Markowski Investments in Kingsland, TX and has over 7 years of experience in the finance industry.
Jonathan McQuade (CRD# 5677776) is an Investment Advisor Representative working at Boyce & Associates Wealth Consulting, Inc. in Cedar Park, TX and has over 10 years of experience in the finance industry. Jonathan McQuade 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.