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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
Tamara Friar (CRD# 3181513) is an Investment Advisor Representative working at Pnc Investments in Taylor, TX and has over 25 years of experience in the finance industry.
Michael Whittaker (CRD# 7785836) is an Investment Advisor Representative working at Edward Jones in Taylor, TX and has 1 year of experience in the finance industry.
Leah Coleman (CRD# 5872877) is Fee-Only, Investment Advisor Representative working at Orchard Financial Group in Austin, TX, and has over nine (9) years of experience in the finance industry. As the powerhouse financial planner behind this women-led, fee-only advisory firm, she specializes in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Her focus is to offer unbiased financial advice and become a committed ally to your goals that enriches your life and builds confidence in your future.
Leah Coleman has taken additional exams to become a Certified...
David Ackel (CRD# 3168949) is an Investment Advisor Representative working at Next Financial Group, Inc. in Cedar Park, TX and has over 25 years of experience in the finance industry.
Julian Acosta (CRD# 6753755) is an Investment Advisor Representative working at Edward Jones in Cedar Park, TX and has over 6 years of experience in the finance industry.
Scott Adair (CRD# 6129945) is an Investment Advisor Representative working at Ml&r Wealth Management LLC in Austin, TX and has over 11 years of experience in the finance industry. Scott Adair 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.
Aaron Adams (CRD# 5993258) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 12 years of experience in the finance industry.
Michael Adler (CRD# 1025249) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 34 years of experience in the finance industry. Michael Adler 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.
Masroor Adnan (CRD# 4339437) is an Investment Advisor Representative working at Financial Aurora, LLC in Austin, TX and has over 23 years of experience in the finance industry. Masroor Adnan 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.
Amy Aguilar (CRD# 6127521) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Austin, TX and has over 11 years of experience in the finance industry.