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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
Sherese Calvert (CRD# 6004597) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 11 years of experience in the finance industry.
Andrew Campbell (CRD# 5976630) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 12 years of experience in the finance industry. Andrew Campbell 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.
Pedro Campos Mejorado (CRD# 6864902) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry. Pedro Campos Mejorado 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.
Sean Capuano (CRD# 6855034) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 6 years of experience in the finance industry.
David Carlson (CRD# 5105159) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 17 years of experience in the finance industry.
Jason Carlson (CRD# 4219497) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 23 years of experience in the finance industry. Jason Carlson 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.
Stephen Carmona (CRD# 3134344) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 25 years of experience in the finance industry.
Lauren Carter (CRD# 5469567) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 14 years of experience in the finance industry.
Oscar Casas (CRD# 5881836) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 13 years of experience in the finance industry.
Bradley Castillo (CRD# 6262845) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 9 years of experience in the finance industry.