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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
Marc Orourke (CRD# 856163) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 25 years of experience in the finance industry.
John Pollock (CRD# 2802192) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 27 years of experience in the finance industry.
Clayton Ripley (CRD# 5672455) is an Investment Advisor Representative working at Town Lake Capital Management in Lakeway, TX and has over 14 years of experience in the finance industry.
Matthew Rzepka (CRD# 5281614) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 16 years of experience in the finance industry. Matthew Rzepka 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 Sanchez (CRD# 5149454) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Lakeway, TX and has over 17 years of experience in the finance industry.
Dennis Snead (CRD# 4770165) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeway, TX and has over 20 years of experience in the finance industry.
Dean Specker (CRD# 6743740) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 7 years of experience in the finance industry.
Patrick Towne (CRD# 4915655) is an Investment Advisor Representative working at Bee Cave Investment Advisors in Lakeway, TX and has over 18 years of experience in the finance industry.
Scott Tracy (CRD# 1844341) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has over 35 years of experience in the finance industry.
John Turner (CRD# 4831861) is an Investment Advisor Representative working at Avantax Advisory Services in Houston, TX and has over 19 years of experience in the finance industry.