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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
Michael Brewer (CRD# 5546428) is an Investment Advisor Representative working at Wealthplan Investment Management LLC in Austin, TX and has over 15 years of experience in the finance industry.
Sue Bunner (CRD# 1035976) is an Investment Advisor Representative working at Calton & Associates, Inc. in Austin, TX and has over 41 years of experience in the finance industry.
Lanzi Butler (CRD# 5539062) is an Investment Advisor Representative working at Trane Capital, LLC in Austin, TX and has over 13 years of experience in the finance industry.
Mark Caldwell (CRD# 2202238) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 32 years of experience in the finance industry. Mark Caldwell 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.
Julio Campos (CRD# 6933626) is an Investment Advisor Representative working at Edward Jones in Kyle, TX and has over 5 years of experience in the finance industry.
Conner Capps (CRD# 6518678) is an Investment Advisor Representative working at Transce3nd LLC in 78640, TX and has over 8 years of experience in the finance industry.
Marc Carlson (CRD# 6716516) is an Investment Advisor Representative working at Wealth Watch Advisors, Inc. in Austin, TX and has over 7 years of experience in the finance industry.
Donald Carpenter (CRD# 3185862) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 25 years of experience in the finance industry.
Thomas Carter (CRD# 4225405) is an Investment Advisor Representative working at Retirement Plan Fiduciaries, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Damian Caruso (CRD# 4585219) is an Investment Advisor Representative working at Lincoln Investment in San Marcos, TX and has over 21 years of experience in the finance industry.