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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
Carl Bonn (CRD# 4480233) is an Investment Advisor Representative working at Wealth Keepers in Johnson City, TX and has over 22 years of experience in the finance industry.
Jack Boone (CRD# 710833) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, TX and has over 43 years of experience in the finance industry.
Sean Borella (CRD# 6007271) is an Investment Advisor Representative working at Pgim Quantitative Solutions in Austin, TX and has over 10 years of experience in the finance industry.
Grant Boren (CRD# 6514930) is an Investment Advisor Representative working at 49 Financial in Austin, TX and has over 7 years of experience in the finance industry.
Lawrence Borger (CRD# 2876203) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 21 years of experience in the finance industry.
Natalia Borziak (CRD# 4709118) is an Investment Advisor Representative working at Morgan Stanley in Austin, TX and has over 17 years of experience in the finance industry.
Shawn Bostic (CRD# 2132487) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 30 years of experience in the finance industry.
Scott Bosworth (CRD# 2164231) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Austin, TX and has over 32 years of experience in the finance industry.
Timothy Bosworth (CRD# 6467303) is an Investment Advisor Representative working at Prudential Financial Planning Services in Austin, TX and has over 9 years of experience in the finance industry. Timothy Bosworth 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.
Laurent Boumaza (CRD# 4550148) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 21 years of experience in the finance industry. Laurent Boumaza 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.