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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
Erik Holt (CRD# 4749336) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boerne, TX and has over 8 years of experience in the finance industry.
Salvatore Holt (CRD# 2033619) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boerne, TX and has over 34 years of experience in the finance industry.
Scott Immel (CRD# 5871289) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fredericksburg, TX and has over 12 years of experience in the finance industry.
Royce Itschner (CRD# 4460079) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Kerrville, TX and has over 24 years of experience in the finance industry. Royce Itschner 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.
William Johnson (CRD# 3095356) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fredericksburg, TX and has over 25 years of experience in the finance industry.
Sharon Joseph (CRD# 1149161) is an Investment Advisor Representative working at Lpl Financial LLC in Fredericksburg, TX and has over 40 years of experience in the finance industry.
Casey Keller (CRD# 6080176) is an Investment Advisor Representative working at Captrust in Boeme, TX and has 1 year of experience in the finance industry.
Kristy Knaupp-Beyer (CRD# 6146974) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, TX and has over 11 years of experience in the finance industry.
Taylor Knopf (CRD# 6645700) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Boerne, TX and has over 7 years of experience in the finance industry.
Tammie Knopp (CRD# 5549786) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fredericksburg, TX and has over 15 years of experience in the finance industry.