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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
Carol Chaney (CRD# 2355236) is an Investment Advisor Representative working at Lpl Financial LLC in Georgetown, TX and has over 30 years of experience in the finance industry.
Andrew Cottrill (CRD# 4361544) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 22 years of experience in the finance industry. Andrew Cottrill 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.
Rodney Dahl (CRD# 4313906) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Georgetown, TX and has over 23 years of experience in the finance industry. Rodney Dahl 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.
Carol Davies (CRD# 1955769) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Georgetown, TX and has over 19 years of experience in the finance industry.
Alyssa Dewendt (CRD# 5818742) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Georgetown, TX and has over 13 years of experience in the finance industry.
Garry Dippel (CRD# 1035671) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Georgetown, TX and has over 40 years of experience in the finance industry.
Michael Dosier (CRD# 4450806) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 22 years of experience in the finance industry.
Richard Ferri (CRD# 1930456) is an Investment Advisor Representative working at Ferri Investment Solutions in Georgetown, TX and has over 35 years of experience in the finance industry.
Jaynie Fields (CRD# 4892282) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Georgetown, TX and has over 15 years of experience in the finance industry.
Leonard Fischman (CRD# 5140655) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 17 years of experience in the finance industry.