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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
John Avery (CRD# 1101029) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 40 years of experience in the finance industry.
Erling Brakke (CRD# 6554947) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 6 years of experience in the finance industry.
John Brodnax (CRD# 4449937) is an Investment Advisor Representative working at Texas Asset Management in Lakeway, TX and has 1 year of experience in the finance industry. John Brodnax 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 Collins (CRD# 1230925) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lakeway, TX and has over 36 years of experience in the finance industry. William Collins 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.
Kevin Corrigan (CRD# 2957466) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakeway, TX and has over 26 years of experience in the finance industry. Kevin Corrigan 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.
Brandon Cox (CRD# 3067256) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lakeway, TX and has over 25 years of experience in the finance industry.
Massimiliano De Santis (CRD# 6153797) is an Investment Advisor Representative working at Desmo Wealth Advisors, LLC in Lakeway, TX and has over 10 years of experience in the finance industry. Massimiliano De Santis 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 Digaetano (CRD# 2378300) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lakeway, TX and has over 29 years of experience in the finance industry.
Christopher Dregits (CRD# 5775047) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has over 13 years of experience in the finance industry.
Lin Edwards (CRD# 1721393) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Lakeway, TX and has over 35 years of experience in the finance industry.