-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Peter Mitchell (CRD# 2621759) is an Investment Advisor Representative working at Tax Pro Advisor in Leander, TX and has over 19 years of experience in the finance industry.
George Pitra (CRD# 2796552) is an Investment Advisor Representative working at Independent Financial Group, LLC in Leander, TX and has over 27 years of experience in the finance industry.
Sarah Puckett (CRD# 2474287) is an Investment Advisor Representative working at Lpl Financial LLC in Leander, TX and has over 29 years of experience in the finance industry.
Gregory Rollo (CRD# 5080951) is an Investment Advisor Representative working at Edward Jones in Leander, TX and has over 17 years of experience in the finance industry.
Travis Sparkman (CRD# 6786462) is an Investment Advisor Representative working at Lpl Financial LLC in Leander, TX and has over 6 years of experience in the finance industry.
Ryan Gilchrist (CRD# 7316940) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Leander, TX and has over 2 years of experience in the finance industry.
John Martinek (CRD# 7611824) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Leander, TX and has 1 year of experience in the finance industry.
Yannick Miquel (CRD# 2440872) is an Investment Advisor Representative working at Lpl Financial LLC in Leander, TX and has over 29 years of experience in the finance industry.
Rajesh Tummala (CRD# 7181536) is an Investment Advisor Representative working at Deep Think Investments in Leander, TX and has over 5 years of experience in the finance industry.
Adam Broughton (CRD# 4431657) is a wealth manager who helps company leaders get more out of their compensation package, invest with confidence and safely navigate the many decisions to and through retirement. He is an Investment Advisor Representative and owner of PBL Wealth Management in Austin, TX. Adam has over 14 years of experience in the financial services industry. Adam Broughton has taken additional exams to become a CERTIFIED FINANCIAL PLANNER Professional (CFP®) as well as a CERTIFIED PRIVATE WEALTH ADVISER Professional (CPWA®) .