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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
Gregory Alves (CRD# 4485600) is an Investment Advisor Representative working at Synergy Capital Advisors, LLC in Round Rock, TX and has over 17 years of experience in the finance industry.
Naser Alzer (CRD# 4672278) is an Investment Advisor Representative working at Lpl Financial LLC in Cedar Park, TX and has over 20 years of experience in the finance industry. Naser Alzer 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.
Maguy Amine (CRD# 6962110) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Austin, TX and has over 5 years of experience in the finance industry.
Charles Anderson (CRD# 3103742) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Austin, TX and has over 25 years of experience in the finance industry.
Darren Anderson (CRD# 7067429) is an Investment Advisor Representative working at Alpha Capital Management in Austin, TX and has 1 year of experience in the finance industry.
Eric Anderson (CRD# 6445172) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 8 years of experience in the finance industry.
Erik Anderson (CRD# 4541805) is an Investment Advisor Representative working at Atlasmark Financial, Inc. in Austin, TX and has over 15 years of experience in the finance industry. Erik Anderson 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.
James Angell (CRD# 2576963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 22 years of experience in the finance industry.
Christopher Angelo (CRD# 6046213) is an Investment Advisor Representative working at S Squared Advisors LLC in Austin, TX and has over 11 years of experience in the finance industry.
Steven Ankerstar (CRD# 6251545) is an Investment Advisor Representative working at Afterburner Financial, LLC in Round Rock, TX and has over 4 years of experience in the finance industry.
Steve holds a Bachelor of Engineering degree, and has completed three Masters Degrees as well as the first two years of his Ph.D. in Finance. He has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognized internationally.
With three decades of experience in financial and investment markets having invested since the age of 16, Steve performed pro bono financial planning while in...