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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
James Angell (CRD# 2576963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 22 years of experience in the finance industry.
Christopher Angelo (CRD# 6046213) is an Investment Advisor Representative working at S Squared Advisors LLC in Austin, TX and has over 11 years of experience in the finance industry.
Vincent Annable (CRD# 1033573) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 18 years of experience in the finance industry.
Erik Antener (CRD# 5329953) is an Investment Advisor Representative working at Park Avenue Securities LLC in Austin, TX and has over 16 years of experience in the finance industry.
Kenneth Anton (CRD# 4055020) is an Investment Advisor Representative working at Cwm, LLC in Austin, TX and has over 24 years of experience in the finance industry.
you.
You’re smart.
You make good money. You have an amazing family. And now… you’re ready to stop “winging it” and take your financial life to the next level.
You may have stock options or benefits packages you need decoded. Or you need to make smart decisions so your retirement nest egg will go the distance.
You’re open, willing, and ready to invest the time, money, and energy into a financial planning relationship that will make your future secure and financially free.
We’re so glad you found your way to our small corner of the internet! We can’t wait to help...
John Ard (CRD# 2537694) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 29 years of experience in the finance industry.
Jessica Arenivar (CRD# 6979426) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 5 years of experience in the finance industry.
Betty Arias (CRD# 1820304) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 36 years of experience in the finance industry. Betty Arias 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.
Deborah Armin (CRD# 2895659) is an Investment Advisor Representative working at First Command Advisory Services in Austin, TX and has over 26 years of experience in the finance industry. Deborah Armin 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.