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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
Gregory Alves (CRD# 4485600) is an Investment Advisor Representative working at Synergy Capital Advisors, LLC in Spicewood, TX and has over 18 years of experience in the finance industry.
Daryl Arnett (CRD# 4495175) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 21 years of experience in the finance industry.
Daniel Arrington (CRD# 4208257) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marble Falls, TX and has over 23 years of experience in the finance industry.
John Avery (CRD# 1101029) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 40 years of experience in the finance industry.
Troy Bangs (CRD# 6124832) is an Investment Advisor Representative working at Lpl Financial LLC in Spicewood, TX and has over 10 years of experience in the finance industry.
Brian Bares (CRD# 2896963) is an Investment Advisor Representative working at Bares Capital Management, Inc. in Austin, TX and has over 26 years of experience in the finance industry.
Lisa Barrett (CRD# 5549189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 14 years of experience in the finance industry. Lisa Barrett 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.
Raymond Bauer (CRD# 1594403) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Austin, TX and has over 36 years of experience in the finance industry.
Shannon Black (CRD# 4734157) is an Investment Advisor Representative working at Wealth Teams Alliance in Spicewood, TX and has over 20 years of experience in the finance industry.
Carl Bonn (CRD# 4480233) is an Investment Advisor Representative working at Wealth Keepers in Johnson City, TX and has over 21 years of experience in the finance industry.