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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
Susan Cevette (CRD# 4585918) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 21 years of experience in the finance industry.
Arthur Cherches (CRD# 4713684) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 17 years of experience in the finance industry.
Kristen Chester (CRD# 6896952) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 5 years of experience in the finance industry.
John Cheung (CRD# 5369483) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 16 years of experience in the finance industry. John Cheung 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.
Andrew Chung (CRD# 4157699) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Debra Clark (CRD# 1987661) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 24 years of experience in the finance industry. Debra Clark 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.
Kathryn Clark (CRD# 5213914) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 17 years of experience in the finance industry.
Matthew Clark (CRD# 6143187) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 11 years of experience in the finance industry.
Oma Claunch (CRD# 1346139) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Austin, TX and has over 31 years of experience in the finance industry. Oma Claunch 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.
Matthew Cleavenger (CRD# 6435088) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 9 years of experience in the finance industry.