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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
Adam Bowen (CRD# 4459729) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marble Falls, TX and has over 22 years of experience in the finance industry. Adam Bowen 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.
Charles Bowen (CRD# 1533259) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marble Falls, TX and has over 37 years of experience in the finance industry.
Stephanie Boyer (CRD# 4775866) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marble Falls, TX and has over 19 years of experience in the finance industry.
Erling Brakke (CRD# 6554947) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 6 years of experience in the finance industry.
John Brodnax (CRD# 4449937) is an Investment Advisor Representative working at Texas Asset Management in Lakeway, TX and has 1 year of experience in the finance industry. John Brodnax 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.
Edgar Brown (CRD# 1463057) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 28 years of experience in the finance industry.
Michael Center (CRD# 4699360) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Llano, TX and has 1 year of experience in the finance industry.
Matthew Clark (CRD# 6143187) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 11 years of experience in the finance industry.
Richard Coleman (CRD# 1252778) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Marble Falls, TX and has over 39 years of experience in the finance industry.
Kathryn Collins (CRD# 5152684) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 17 years of experience in the finance industry. Kathryn Collins 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.