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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
Julie Leggett (CRD# 3259228) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeway, TX and has over 24 years of experience in the finance industry.
Larry Levi (CRD# 2248066) is an Investment Advisor Representative working at Lpl Financial LLC in Llano, TX and has over 31 years of experience in the finance industry.
Mitchell Liesmann (CRD# 5060239) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Johnson City, TX and has over 18 years of experience in the finance industry.
Michael Linam (CRD# 5792489) is an Investment Advisor Representative working at Edward Jones in Marble Falls, TX and has over 13 years of experience in the finance industry.
Robert Little (CRD# 5351442) is an Investment Advisor Representative working at Lpl Financial LLC in Llano, TX and has over 16 years of experience in the finance industry.
Gavin Loftus (CRD# 3071764) is an Investment Advisor Representative working at Edward Jones in Dripping Springs, TX and has over 25 years of experience in the finance industry. Gavin Loftus 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.
Steven London (CRD# 4599921) is an Investment Advisor Representative working at Compendium Wealth Advisors, LLC in Austin, TX and has over 21 years of experience in the finance industry.
Diane Malison (CRD# 1010175) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 42 years of experience in the finance industry.
Scott Malone (CRD# 5847339) is an Investment Advisor Representative working at Rincon Wealth Management in Lakeway, TX and has over 13 years of experience in the finance industry.
Steven Margulin (CRD# 2373728) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 30 years of experience in the finance industry. Steven Margulin 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.