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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
Anthony Gregory (CRD# 1426285) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tarpley, TX and has over 30 years of experience in the finance industry.
Daniel Anderson (CRD# 1630781) is an Investment Advisor Representative working at Next Financial Group, Inc. in Bandera, TX and has over 30 years of experience in the finance industry.
Kristen Christensen (CRD# 4253432) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hondo, TX and has over 23 years of experience in the finance industry.
Daniel Dailey (CRD# 3084883) is an Investment Advisor Representative working at Edward Jones in Hondo, TX and has over 25 years of experience in the finance industry.
Dana Davis (CRD# 5598887) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Bandera, TX and has over 14 years of experience in the finance industry.
Christina Fallin (CRD# 4181953) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hondo, TX and has over 23 years of experience in the finance industry.
Anthony Ferragamo (CRD# 5364362) is an Investment Advisor Representative working at Edward Jones in Bandera, TX and has over 15 years of experience in the finance industry.
Christopher Van Stavern (CRD# 5001283) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hondo, TX and has over 18 years of experience in the finance industry.
Christopher Young (CRD# 4551821) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hondo, TX and has over 21 years of experience in the finance industry. Christopher Young 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.
Marlena Anderson (CRD# 6061960) is an Investment Advisor Representative working at Next Financial Group, Inc. in Bandera, TX and has over 11 years of experience in the finance industry.