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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
Gregory Alves (CRD# 4485600) is an Investment Advisor Representative working at Synergy Capital Advisors, LLC in Spicewood, TX and has over 18 years of experience in the finance industry.
Vj Arjan (CRD# 5471292) is an Investment Advisor Representative working at Concap LLC in Bee Cave, TX and has over 8 years of experience in the finance industry. Vj Arjan 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.
Daryl Arnett (CRD# 4495175) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 21 years of experience in the finance industry.
Daniel Arrington (CRD# 4208257) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marble Falls, TX and has over 23 years of experience in the finance industry.
Lisa Aschenbeck (CRD# 4806083) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lago Vista, TX and has over 19 years of experience in the finance industry.
John Avery (CRD# 1101029) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 40 years of experience in the finance industry.
Troy Bangs (CRD# 6124832) is an Investment Advisor Representative working at Lpl Financial LLC in Spicewood, TX and has over 11 years of experience in the finance industry.
Brian Bares (CRD# 2896963) is an Investment Advisor Representative working at Bares Capital Management, Inc. in Austin, TX and has over 26 years of experience in the finance industry.
Robert Barley (CRD# 4476883) is an Investment Advisor Representative working at Amplio Wealth Management, Inc. in Austin, TX and has over 22 years of experience in the finance industry.
Lisa Barrett (CRD# 5549189) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 14 years of experience in the finance industry. Lisa Barrett 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.