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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
Robert Werr (CRD# 2376757) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 30 years of experience in the finance industry.
Christopher Wright (CRD# 6732967) is an Investment Advisor Representative working at Edward Jones in Wimberley, TX and has over 7 years of experience in the finance industry.
Zachary Zager (CRD# 4281303) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in Spicewood, TX and has over 23 years of experience in the finance industry.
Judith Zeigler (CRD# 4503502) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 22 years of experience in the finance industry.
Brian Ziarnick (CRD# 5255420) is an Investment Advisor Representative working at Ziarnick Financial LLC in Wimberley, TX and has over 14 years of experience in the finance industry.
Francis Abbey (CRD# 1218000) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 2 years of experience in the finance industry. Francis Abbey 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.
Nicole Babin (CRD# 6420622) is an Investment Advisor Representative working at Edward Jones in Dripping Springs, TX and has over 3 years of experience in the finance industry.
Richard Coleman (CRD# 7483508) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marble Falls, TX and has over 2 years of experience in the finance industry.
Christopher Conrad (CRD# 3237118) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 2 years of experience in the finance industry.
Elizabeth Currin (CRD# 7129538) is an Investment Advisor Representative working at Avantax Advisory Services in Marble Falls, TX and has 1 year of experience in the finance industry.