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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
Zachary Langan (CRD# 5939401) is an Investment Advisor Representative working at Cwm, LLC in Georgetown, TX and has over 10 years of experience in the finance industry.
Michael Loerch (CRD# 2377648) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Georgetown, TX and has over 30 years of experience in the finance industry.
Matthew Mackay (CRD# 4858099) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Georgetown, TX and has over 19 years of experience in the finance industry.
Michelle Marshall (CRD# 6204337) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 10 years of experience in the finance industry.
Cuan McComb (CRD# 4477164) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 22 years of experience in the finance industry.
Hayden McCoy (CRD# 7066239) is an Investment Advisor Representative working at Synergy Wealthcare Solutions, LLC in Georgetown, TX and has 1 year of experience in the finance industry. Hayden McCoy 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.
Delmar McKinney (CRD# 1186853) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Georgetown, TX and has over 40 years of experience in the finance industry.
Caleb Medley (CRD# 6733001) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Georgetown, TX and has over 6 years of experience in the finance industry.
Walter Mortimer (CRD# 1908992) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Georgetown, TX and has over 21 years of experience in the finance industry.