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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
Leah Coleman (CRD# 5872877) is Fee-Only, Investment Advisor Representative working at Orchard Financial Group in Austin, TX, and has over nine (9) years of experience in the finance industry. As the powerhouse financial planner behind this women-led, fee-only advisory firm, she specializes in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Her focus is to offer unbiased financial advice and become a committed ally to your goals that enriches your life and builds confidence in your future.
Leah Coleman has taken additional exams to become a Certified...
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Mark Abraham (CRD# 2610650) is an Investment Advisor Representative working at Ii Technology, LLC in Austin, TX and has over 7 years of experience in the finance industry.
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Richard Alexander (CRD# 2252760) is an Investment Advisor Representative working at Stephens in Austin, TX and has over 31 years of experience in the finance industry.
William Alexander (CRD# 5553208) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 16 years of experience in the finance industry.
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