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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
Andrew Motes (CRD# 4710588) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 20 years of experience in the finance industry.
Clifton Myers (CRD# 2440953) is an Investment Advisor Representative working at Clifton Myers Financial Advisory in Round Rock, TX and has over 30 years of experience in the finance industry.
Amy Norris (CRD# 6593163) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 8 years of experience in the finance industry.
Donna Parker (CRD# 1057658) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Round Rock, TX and has over 26 years of experience in the finance industry. Donna Parker 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.
Homer Parsegian (CRD# 3142944) is an Investment Advisor Representative working at Greenbelt Investment Advisors, LLC in Round Rock, TX and has over 25 years of experience in the finance industry.
Shawn Parsons (CRD# 5799627) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 13 years of experience in the finance industry.
Brandon Perry (CRD# 4572217) is an Investment Advisor Representative working at Perry Investment Management, LLC in Round Rock, TX and has over 21 years of experience in the finance industry. Brandon Perry 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.
Anna Popke (CRD# 4774215) is an Investment Advisor Representative working at Majestic Oak Financial, LLC in Round Rock, TX and has over 23 years of experience in the finance industry. Anna Popke 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.
Ruth Rivera (CRD# 4081808) is an Investment Advisor Representative working at Onedigital Investment Advisors in Round Rock, TX and has over 23 years of experience in the finance industry.
Rebecca Robinson (CRD# 5877925) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Round Rock, TX and has over 11 years of experience in the finance industry.