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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
Erling Brakke (CRD# 6554947) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 6 years of experience in the finance industry.
Keith Brandt (CRD# 1130422) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 40 years of experience in the finance industry. Keith Brandt 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 Brief (CRD# 1999159) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 34 years of experience in the finance industry.
John Brodnax (CRD# 4449937) is an Investment Advisor Representative working at Texas Asset Management in Lakeway, TX and has 1 year of experience in the finance industry. John Brodnax 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.
Edgar Brown (CRD# 1463057) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 28 years of experience in the finance industry.
Dee Buckminster (CRD# 4230591) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 23 years of experience in the finance industry. Dee Buckminster 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.
Lindsay Buxton (CRD# 6794252) 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.
Jamie Callighan (CRD# 6292360) 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.
Brian Campos (CRD# 3018628) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 26 years of experience in the finance industry.
Christina Cannella (CRD# 3179327) is an Investment Advisor Representative working at Birdrock Wealth in Austin, TX and has over 25 years of experience in the finance industry.