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Distance Only Lakeway, TX
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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
Lin Edwards (CRD# 1721393) is an Investment Advisor Representative working at Wells Fargo Advisors in Lakeway, TX and has over 35 years of experience in the finance industry.
Michael French is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has 20 year of experience in the finance industry.
Adam Gafken (CRD# 6045658) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has over 11 years of experience in the finance industry.
Matthew Griffith (CRD# 4175049) is an Investment Advisor Representative working at Coyle Capital, LLC in Lakeway, TX and has over 23 years of experience in the finance industry. Matthew Griffith 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.
Scott Hamilton (CRD# 5960462) is an Investment Advisor Representative working at Hamilton Financial Planning LLC in Lakeway, TX and has over 12 years of experience in the finance industry. Scott Hamilton 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.
James Karnes (CRD# 4449938) is an Investment Advisor Representative working at Texas Asset Management in Lakeway, TX and has 1 year of experience in the finance industry.
Julie Leggett (CRD# 3259228) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeway, TX and has over 24 years of experience in the finance industry.
Scott Malone (CRD# 5847339) is an Investment Advisor Representative working at Rincon Wealth Management in Lakeway, TX and has over 13 years of experience in the finance industry.
Steven Margulin (CRD# 2373728) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 30 years of experience in the finance industry. Steven Margulin 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.
Rhonda Maywald (CRD# 5415789) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has over 16 years of experience in the finance industry.