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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
James McGrath (CRD# 1123300) is an Investment Advisor Representative working at Financial Strategies, Inc. in Dripping Springs, TX and has over 40 years of experience in the finance industry. James McGrath 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.
William Mitchell (CRD# 2836856) is an Investment Advisor Representative working at Lpl Financial LLC in Horseshoe Bay, TX and has over 27 years of experience in the finance industry.
Albert Munoz (CRD# 2928237) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 26 years of experience in the finance industry.
Michael Murphy (CRD# 2391761) is an Investment Advisor Representative working at Edward Jones in Wimberley, TX and has over 30 years of experience in the finance industry. Michael Murphy 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.
Kenneth Patterson (CRD# 6276956) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dripping Springs, TX and has over 9 years of experience in the finance industry.
George Posada (CRD# 1106657) is an Investment Advisor Representative working at J.p. Wealth Management, LLC in Blanco, TX and has over 35 years of experience in the finance industry.
Benton Randle (CRD# 5809118) is an Investment Advisor Representative working at Wealth Watch Advisors, Inc. in Spicewood, TX and has over 10 years of experience in the finance industry.
Reagan Rentschler (CRD# 6406579) is an Investment Advisor Representative working at Edward Jones in Dripping Springs, TX and has over 7 years of experience in the finance industry.
Mitchell Rivers (CRD# 5369107) is an Investment Advisor Representative working at Edward Jones in Marble Falls, TX and has over 16 years of experience in the finance industry.
Robert Rogers (CRD# 728780) is an Investment Advisor Representative working at Rogers Capital Advisors, LLC in Horseshoe Bay, TX and has over 43 years of experience in the finance industry.