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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 Fraser (CRD# 6420689) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeway, TX and has over 7 years of experience in the finance industry.
Paul Fredrickson (CRD# 6300128) is an Investment Advisor Representative working at Edward Jones in Horseshoe Bay, TX and has over 10 years of experience in the finance industry.
Michael French is an Investment Advisor Representative working at Assetbuilder, Inc. in Plano, TX and has 20 year of experience in the finance industry.
Adam Gafken (CRD# 6045658) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has over 11 years of experience in the finance industry.
Matthew Griffith (CRD# 4175049) is an Investment Advisor Representative working at Coyle Capital, LLC in Lakeway, TX and has over 23 years of experience in the finance industry. Matthew Griffith 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.
Jordan Gristy (CRD# 5317915) is an Investment Advisor Representative working at Edward Jones in Horseshoe Bay, TX and has over 17 years of experience in the finance industry.
Scott Hamilton (CRD# 5960462) is an Investment Advisor Representative working at Hamilton Financial Planning LLC in Lakeway, TX and has over 12 years of experience in the finance industry. Scott Hamilton 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.
William Hester (CRD# 1992112) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 34 years of experience in the finance industry.
Robert Hornaday (CRD# 1066024) is an Investment Advisor Representative working at Valley Wealth Strategies, LLC in Briarcliff, TX and has over 27 years of experience in the finance industry.
Terri Hunter (CRD# 1800144) is an Investment Advisor Representative working at Next Financial Group, Inc. in Horseshoe Bay, TX and has over 19 years of experience in the finance industry.