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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
Jordan Gristy (CRD# 5317915) is an Investment Advisor Representative working at Edward Jones in Horseshoe Bay, TX and has over 16 years of experience in the finance industry.
Scott Hackett (CRD# 2685472) is an Investment Advisor Representative working at Hackett Financial Group, LLC in Wimberley, TX and has over 20 years of experience in the finance industry.
Mr. Hackett is a certified financial planner, founder and owner of the Hackett Financial Group, LLC, (HFG) an independent fee only Registered Investment Advisory firm. Mr. Hackett is also an independent insurance agent. Over the past several years, Scott has served as the president of the Rotary Club of Wimberley, president of the Wimberley Business & Professional Association (www.wimberleybpa.com), as treasurer and...
Michael Heridia (CRD# 1870395) is an Investment Advisor Representative working at Rubicon Investment Management & Analytics in Wimberley, TX and has over 35 years of experience in the finance industry.
William Hester (CRD# 1992112) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 34 years of experience in the finance industry.
Robert Hornaday (CRD# 1066024) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Briarcliff, TX and has over 27 years of experience in the finance industry.
Terri Hunter (CRD# 1800144) is an Investment Advisor Representative working at Next Financial Group, Inc. in Horseshoe Bay, TX and has over 19 years of experience in the finance industry.
Ronald Jernigan (CRD# 3209298) is an Investment Advisor Representative working at Lpl Financial LLC in Spicewood, TX and has over 24 years of experience in the finance industry.
Katherine Kennedy (CRD# 4189155) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Blanco, TX and has over 23 years of experience in the finance industry. Katherine Kennedy 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.
Christopher Kilmer (CRD# 5907307) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Dripping Springs, TX and has over 12 years of experience in the finance industry.
Richard Kilmer (CRD# 1253532) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Dripping Springs, TX and has over 39 years of experience in the finance industry. Richard Kilmer 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.