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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
Daniel Harris (CRD# 4670767) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 20 years of experience in the finance industry.
Michael Harvey (CRD# 2942423) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.
Kent Hickey (CRD# 3150896) is an Investment Advisor Representative working at Ubequity Wealth Management, LLC in Round Rock, TX and has over 25 years of experience in the finance industry. Kent Hickey 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.
Danny Holder (CRD# 709575) is an Investment Advisor Representative working at Capital Retirement Planning, LLC in Round Rock, TX and has over 16 years of experience in the finance industry. Danny Holder 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.
Donald Hurwitz (CRD# 2934017) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.
Scott Jacobsmeyer (CRD# 4954824) is an Investment Advisor Representative working at Argent Wealth Management, Inc. in Round Rock, TX and has over 19 years of experience in the finance industry. Scott Jacobsmeyer 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.
John Koshy (CRD# 1848801) is an Investment Advisor Representative working at Symphony Retirement Partners LLC in Round Rock, TX and has over 24 years of experience in the finance industry.
John Kurkjian (CRD# 2935250) is an Investment Advisor Representative working at Furrier And Crown Investments, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.
Chase Langford (CRD# 6482506) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cameron, SC and has over 8 years of experience in the finance industry.
Christopher Larochelle (CRD# 4883462) is an Investment Advisor Representative working at Ria Wealth Advisors, LLC in Round Rock, TX and has over 18 years of experience in the finance industry. Christopher Larochelle 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.