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Distance Only Cedar Park, TX
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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
John Randall (CRD# 2680441) is an Investment Advisor Representative working at Financial Management Network Inc. in Cedar Park, TX and has over 28 years of experience in the finance industry.
Jeffrey Reynolds (CRD# 1281537) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Cedar Park, TX and has over 39 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.
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.
David Slocombe (CRD# 2521735) is an Investment Advisor Representative working at San Gabriel Capital in Cedar Park, TX and has over 27 years of experience in the finance industry.
John Spano (CRD# 3235178) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Park, TX and has over 24 years of experience in the finance industry.
Roy Sparkman (CRD# 1257016) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Park, TX and has over 40 years of experience in the finance industry. Roy Sparkman 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.
Joyce Theis (CRD# 2210997) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Cedar Park, TX and has over 32 years of experience in the finance industry.