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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
William Alexander (CRD# 5553208) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 16 years of experience in the finance industry.
Joan Alexandre (CRD# 5494069) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 6 years of experience in the finance industry.
Jonathan Alfred (CRD# 5080431) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 18 years of experience in the finance industry.
Arif Ali (CRD# 6416987) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Austin, TX and has over 9 years of experience in the finance industry.
Hassan Ali (CRD# 3223047) is an Investment Advisor Representative working at Lpl Financial LLC in Round Rock, TX and has over 24 years of experience in the finance industry.
David Allen (CRD# 1210763) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 32 years of experience in the finance industry. David Allen 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.
Harold Allen (CRD# 6678447) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 7 years of experience in the finance industry.
Lisa Allen (CRD# 1198978) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 40 years of experience in the finance industry.
Mitchell Allen (CRD# 6847163) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 6 years of experience in the finance industry.
Shane Allen (CRD# 6634023) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cedar Park, TX and has over 8 years of experience in the finance industry.