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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
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.
Richard Coleman (CRD# 1252778) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marble Falls, TX and has over 39 years of experience in the finance industry.
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.
Shawn Connolly (CRD# 2842213) is an Investment Advisor Representative working at Connolly Wealth Management in Austin, TX and has over 27 years of experience in the finance industry.
Michael Conroy (CRD# 6275681) is an Investment Advisor Representative working at Argus Wealth Management in Austin, TX and has over 10 years of experience in the finance industry. Michael Conroy 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.
Paul Coroneos (CRD# 5570902) is an Investment Advisor Representative working at Lpl Financial LLC in Driftwood, TX and has over 12 years of experience in the finance industry.
Kevin Corrigan (CRD# 2957466) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakeway, TX and has over 26 years of experience in the finance industry. Kevin Corrigan 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.
Brandon Cox (CRD# 3067256) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Lakeway, TX and has over 25 years of experience in the finance industry.
Charles Cox (CRD# 4985386) is an Investment Advisor Representative working at Edward Jones in Lago Vista, TX and has over 18 years of experience in the finance industry.