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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
James Creel (CRD# 4990840) is an Investment Advisor Representative working at Bares Capital Management, Inc. in Austin, TX and has over 10 years of experience in the finance industry.
Don Crook (CRD# 2255759) is an Investment Advisor Representative working at Lincoln Investment in Austin, TX and has over 31 years of experience in the finance industry.
Stephen Curran (CRD# 6144849) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Dripping Springs, TX and has over 11 years of experience in the finance industry.
Susan Curran (CRD# 1795637) is an Investment Advisor Representative working at Curran Financial Partners, LLC in Dripping Springs, TX and has over 14 years of experience in the finance industry. Susan Curran 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.
Kellye Daniel (CRD# 5226425) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Driftwood, TX and has over 17 years of experience in the finance industry.
Massimiliano De Santis (CRD# 6153797) is an Investment Advisor Representative working at Desmo Wealth Advisors, LLC in Lakeway, TX and has over 10 years of experience in the finance industry. Massimiliano De Santis 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.
Alan Deetjen (CRD# 2127564) is an Investment Advisor Representative working at Summa Wealth Management in Blanco, TX and has over 25 years of experience in the finance industry.
Michael Digaetano (CRD# 2378300) is an Investment Advisor Representative working at Independent Financial Group, LLC in Lakeway, TX and has over 30 years of experience in the finance industry.
John Dowling (CRD# 6085564) is an Investment Advisor Representative working at Bares Capital Management, Inc. in Austin, TX and has 1 year of experience in the finance industry.
Christopher Dregits (CRD# 5775047) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has over 13 years of experience in the finance industry.