-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Clifton (CRD# 6652265) 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. William Clifton 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.
Michael Coakley (CRD# 6303849) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 10 years of experience in the finance industry. Michael Coakley 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.
Gregory Cobb (CRD# 2665526) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 28 years of experience in the finance industry.
Alexander Cochran (CRD# 5950624) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 9 years of experience in the finance industry.
William Coffey (CRD# 2240258) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 28 years of experience in the finance industry. William Coffey 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.
William Coffman (CRD# 2369718) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Liberty Hill, TX and has over 30 years of experience in the finance industry. William Coffman 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 Collins (CRD# 5152684) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 17 years of experience in the finance industry. Kathryn Collins 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.
William Collins (CRD# 1230925) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lakeway, TX and has over 36 years of experience in the finance industry. William Collins 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.
Amy Colton (CRD# 5966664) is an Investment Advisor Representative working at Forefront in Austin, TX and has over 12 years of experience in the finance industry.
Patrick Combs (CRD# 2277219) is an Investment Advisor Representative working at Pfg Advisors in Austin, TX and has over 31 years of experience in the finance industry.