-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Charles Cox (CRD# 4985386) is an Investment Advisor Representative working at Edward Jones in Lago Vista, TX and has over 18 years of experience in the finance industry.
James Creel (CRD# 4990840) is an Investment Advisor Representative working at Bares Capital Management, Inc. in Austin, TX and has over 10 years of experience in the finance industry.
Stephen Curran (CRD# 6144849) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Dripping Springs, TX and has over 11 years of experience in the finance industry.
Susan Curran (CRD# 1795637) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Dripping Springs, TX and has over 14 years of experience in the finance industry. Susan Curran 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.
Massimiliano De Santis (CRD# 6153797) is an Investment Advisor Representative working at Desmo Wealth Advisors, LLC in Lakeway, TX and has over 10 years of experience in the finance industry. Massimiliano De Santis 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.
Michael Digaetano (CRD# 2378300) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lakeway, TX and has over 29 years of experience in the finance industry.
John Dowling (CRD# 6085564) is an Investment Advisor Representative working at Bares Capital Management, Inc. in Austin, TX and has 1 year of experience in the finance industry.
Christopher Dregits (CRD# 5775047) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has over 13 years of experience in the finance industry.
Jeffrey Durkee (CRD# 1009266) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dripping Springs, TX and has over 42 years of experience in the finance industry.
Jo Dyer (CRD# 5227896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marble Falls, TX and has over 17 years of experience in the finance industry.