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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
David Boren (CRD# 1563306) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 37 years of experience in the finance industry. David Boren 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.
Brian Boswell (CRD# 5191011) is an Investment Advisor Representative working at Oakwell Private Wealth Management in Austin, TX and has over 17 years of experience in the finance industry. Brian Boswell 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.
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.
Robert Bourland (CRD# 2847162) is an Investment Advisor Representative working at U.s. Capital Wealth Advisors, LLC in Austin, TX and has over 27 years of experience in the finance industry.
Stacy Bouwman (CRD# 6061894) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 11 years of experience in the finance industry.
Gregory Bowden (CRD# 5184004) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Georgetown, TX and has over 17 years of experience in the finance industry. Gregory Bowden 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.
Christopher Bowen (CRD# 4385504) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 13 years of experience in the finance industry.
Jennifer Bowers (CRD# 5911412) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 12 years of experience in the finance industry.
Benjamin Bowman (CRD# 6420180) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Austin, TX and has over 9 years of experience in the finance industry. Benjamin Bowman 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.