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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
Hassan Ali (CRD# 3223047) is an Investment Advisor Representative working at Lpl Financial LLC in Round Rock, TX and has over 24 years of experience in the finance industry.
Steven Ankerstar (CRD# 6251545) is an Investment Advisor Representative working at Afterburner Financial, LLC in Round Rock, TX and has over 4 years of experience in the finance industry.
Steve holds a Bachelor of Engineering degree, and has completed three Masters Degrees as well as the first two years of his Ph.D. in Finance. He has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognized internationally.
With three decades of experience in financial and investment markets having invested since the age of 16, Steve performed pro bono financial planning while in...
Issam Bakir (CRD# 1792922) is an Investment Advisor Representative working at Tnt Asset Management, LLC in Round Rock, TX and has over 36 years of experience in the finance industry. Issam Bakir 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.
Tarik Bakir (CRD# 5011763) is an Investment Advisor Representative working at Tnt Asset Management, LLC in Round Rock, TX and has over 15 years of experience in the finance industry. Tarik Bakir 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.
Trevor Bakir (CRD# 5683075) is an Investment Advisor Representative working at Tnt Asset Management, LLC in Round Rock, TX and has over 6 years of experience in the finance industry. Trevor Bakir 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.
Bruce Bessner (CRD# 1809667) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 35 years of experience in the finance industry. Bruce Bessner 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.
Richard Betts (CRD# 2425560) is an Investment Advisor Representative working at Barton Creek Advisors, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.
David Boren (CRD# 1563306) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 37 years of experience in the finance industry. David Boren 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.
Jeffrey Brecht (CRD# 4526663) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Round Rock, TX and has over 21 years of experience in the finance industry.
Joseph Brown (CRD# 4612859) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 21 years of experience in the finance industry.