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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
Gregory Browning (CRD# 4275321) is an Investment Advisor Representative working at Edward Jones in Caldwell, TX and has over 23 years of experience in the finance industry.
Peter Bryan (CRD# 1006417) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Taylor, TX and has over 40 years of experience in the finance industry.
Christopher Carruthers (CRD# 6043416) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 12 years of experience in the finance industry.
Reece Cernoch (CRD# 5847226) is an Investment Advisor Representative working at Lpl Financial LLC in Giddings, TX and has over 13 years of experience in the finance industry.
Bryan Clegg (CRD# 5271925) is an Investment Advisor Representative working at Avantax Advisory Services in Giddings, TX and has over 17 years of experience in the finance industry. Bryan Clegg 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.
Kelli Coleman (CRD# 6691642) is an Investment Advisor Representative working at Edward Jones in Caldwell, TX and has over 5 years of experience in the finance industry.
Rachel Conley (CRD# 5395354) is an Investment Advisor Representative working at Edward Jones in Giddings, TX and has over 13 years of experience in the finance industry.
Michael Derosa (CRD# 4079942) is an Investment Advisor Representative working at Dovetail Wealth Management, LLC in Taylor, TX and has over 24 years of experience in the finance industry.
Paul Dixon (CRD# 5609900) is an Investment Advisor Representative working at Edward Jones in Rockdale, TX and has over 15 years of experience in the finance industry.
Dustin Gersch (CRD# 4837908) is an Investment Advisor Representative working at Avantax Advisory Services in Giddings, TX and has over 16 years of experience in the finance industry. Dustin Gersch 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.