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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
Corwin Davidson (CRD# 6196479) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Liberty Hill, TX and has over 10 years of experience in the finance industry.
Carol Davies (CRD# 1955769) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Georgetown, TX and has over 19 years of experience in the finance industry.
Kasey Davis (CRD# 2353615) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Belton, TX and has over 20 years of experience in the finance industry. Kasey Davis 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.
Alyssa Dewendt (CRD# 5818742) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Georgetown, TX and has over 13 years of experience in the finance industry.
Garry Dippel (CRD# 1035671) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Georgetown, TX and has over 40 years of experience in the finance industry.
Michael Dosier (CRD# 4450806) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 22 years of experience in the finance industry.
Richard Dwinell (CRD# 1262813) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harker Heights, TX and has over 39 years of experience in the finance industry.
Jonathan Ellefson (CRD# 1625977) is an Investment Advisor Representative working at Intervest International, Inc. in Harker Heights, TX and has over 37 years of experience in the finance industry.
John Farwell (CRD# 2285510) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Temple, TX and has over 24 years of experience in the finance industry.