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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
Shannon Black (CRD# 4734157) is an Investment Advisor Representative working at Wealth Teams Alliance in Spicewood, TX and has over 20 years of experience in the finance industry.
Benjamin Blakelock (CRD# 5214180) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Austin, TX and has over 17 years of experience in the finance industry.
Anna Bodine (CRD# 5217850) is an Investment Advisor Representative working at Harrell Investment Partners, LLC in Austin, TX and has over 16 years of experience in the finance industry.
Stephanie Boeke (CRD# 6121837) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 11 years of experience in the finance industry.
John Boles (CRD# 4737830) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Georgetown, TX and has over 20 years of experience in the finance industry.
Jack Boone (CRD# 710833) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, TX and has over 43 years of experience in the finance industry.
David Boren (CRD# 1563306) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 37 years of experience in the finance industry. David Boren 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.
Brian Boswell (CRD# 5191011) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 17 years of experience in the finance industry. Brian Boswell 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.
Timothy Bosworth (CRD# 6467303) is an Investment Advisor Representative working at Prudential Financial Planning Services in Austin, TX and has over 9 years of experience in the finance industry. Timothy Bosworth 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.
Laura Bourbonnais (CRD# 2921038) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 9 years of experience in the finance industry.