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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
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.
Carl Bonn (CRD# 4480233) is an Investment Advisor Representative working at Wealth Keepers in Johnson City, TX and has over 21 years of experience in the finance industry.
Lawrence Borger (CRD# 2876203) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 20 years of experience in the finance industry.
Shawn Bostic (CRD# 2132487) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 30 years of experience in the finance industry.
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.
Bryan Bourgeois (CRD# 4691362) is an Investment Advisor Representative working at Shorebreak Capital, LLC in Austin, TX and has over 20 years of experience in the finance industry.
Raymond Bourque (CRD# 2735490) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 27 years of experience in the finance industry.
Jeremy Bouwman (CRD# 5530522) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 15 years of experience in the finance industry.
Nicholas Bowers (CRD# 6186551) is an Investment Advisor Representative working at Innealta Capital in Austin, TX and has over 8 years of experience in the finance industry. Nicholas Bowers 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.
James Bradshaw (CRD# 4528771) is an Investment Advisor Representative working at Bares Capital Management, Inc. in Austin, TX and has over 22 years of experience in the finance industry.