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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
Troy Bangs (CRD# 6124832) is an Investment Advisor Representative working at Lpl Financial LLC in Spicewood, TX and has over 11 years of experience in the finance industry.
Theodore Barac (CRD# 6145860) is an Investment Advisor Representative working at Barac Capital Management, LLC in Austin, TX and has over 12 years of experience in the finance industry.
Daniel Barajas (CRD# 2461756) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Cedar Park, TX and has over 24 years of experience in the finance industry.
Robert Barley (CRD# 4476883) is an Investment Advisor Representative working at Amplio Wealth Management, Inc. in Austin, TX and has over 22 years of experience in the finance industry.
Adria Basco (CRD# 5463106) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 16 years of experience in the finance industry.
Bryce Bastien (CRD# 7032958) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 5 years of experience in the finance industry.
Michael Batsell (CRD# 1149539) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Leander, TX and has over 22 years of experience in the finance industry.
Christopher Baum (CRD# 4700030) is an Investment Advisor Representative working at Palermo Wealth Management, LLC in Georgetown, TX and has over 20 years of experience in the finance industry.
Shelly Baumgartner (CRD# 4663285) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 20 years of experience in the finance industry. Shelly Baumgartner 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.
Donald Beattie (CRD# 5348168) is an Investment Advisor Representative working at Park Avenue Securities LLC in Austin, TX and has over 15 years of experience in the finance industry. Donald Beattie 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.