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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
Sean Evans (CRD# 6329437) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Austin, TX and has over 9 years of experience in the finance industry.
Justin Fellers (CRD# 6686881) 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.
Joseph Feste (CRD# 5963495) is an Investment Advisor Representative working at Km Capital Management, Ltd. in Austin, TX and has over 9 years of experience in the finance industry.
Teryn Fitzgerald (CRD# 6902095) is an Investment Advisor Representative working at Savant Wealth Management in Pflugerville, TX and has 1 year of experience in the finance industry. Teryn Fitzgerald 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.
Terry Flesher (CRD# 2717120) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 26 years of experience in the finance industry.
Mark Fowler (CRD# 5436558) 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.
Jan Frey (CRD# 6152821) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 10 years of experience in the finance industry.
Pamela Friedman (CRD# 2709432) is an Investment Advisor Representative working at Silicon Hills Wealth Management in Austin, TX and has 25 years of experience in the finance industry. Pamela Friedman 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Pam is also a Certified Divorce Financial AnalystTM (CDFA) and the author of "I Now Pronounce You Financially Fit: How to Protect Money in Marriage and Divorce" published by River Grove Books 12/2015 Available on Amazon at https://www.amazon.com/Now-Pronounce-You-Financially-Fit/dp/1632990687?ie=UTF8&keywords=Pam%20Friedman&qid=1450120433&ref_=sr_1_1&sr=8-1
Prior to partnering with Silicon Hills Wealth Management, LLC, Ms. Friedman was on Wall Street in both New York and London structuring and raising capital for both public and private companies. Upon her return to Texas, Ms. Friedman spent six years on the faculty of the Finance Department in the McCombs School of Business at The University of Texas at Austin.
Ms. Friedman has been featured in national publications and on- air with U.S. News and World Report, New York Daily News, Self Magazine, ABC News Radio, Daily Finance (AOL), The Maggie Linton Show, MoneyRates.com Estate Planning magazine and the Divorce Financial Analyst Journal. She is a regular speaker at meetings of the Austin chapter of the Financial Planning Association (FPA), the Capital Area Paralegal Association, and the Austin chapter of Certified Public Accountants (CPA). She is a member of The Collaborative Law Institute of Texas, Austin chapter of Texas Women in Business and alum of the The University of Texas’ BBA and Business Honors Program Alumni Boards.
Ryan Galloway (CRD# 6748538) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 6 years of experience in the finance industry.
Jon Garcia (CRD# 6021093) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 10 years of experience in the finance industry.