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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
Mina Albers (CRD# 4028005) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 7 years 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.
Jessica Arenivar (CRD# 6979426) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 5 years of experience in the finance industry.
Kara Arteaga (CRD# 4760519) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 15 years of experience in the finance industry.
Victor Ayala (CRD# 4177740) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 23 years of experience in the finance industry.
Adria Basco (CRD# 5463106) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 16 years of experience in the finance industry.
Shelly Baumgartner (CRD# 4663285) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 20 years of experience in the finance industry. Shelly Baumgartner 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.
Christina Beauchamp (CRD# 6548749) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 7 years of experience in the finance industry.
Karen Bedford (CRD# 2123797) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 30 years of experience in the finance industry.
Monica Bellner (CRD# 4023093) 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.