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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
Amber Andregg (CRD# 5623423) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 13 years of experience in the finance industry.
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 12 years of experience in the finance industry.
Vincent Annable (CRD# 1033573) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 18 years of experience in the finance industry.
you.
You’re smart.
You make good money. You have an amazing family. And now… you’re ready to stop “winging it” and take your financial life to the next level.
You may have stock options or benefits packages you need decoded. Or you need to make smart decisions so your retirement nest egg will go the distance.
You’re open, willing, and ready to invest the time, money, and energy into a financial planning relationship that will make your future secure and financially free.
We’re so glad you found your way to our small corner of the internet! We can’t wait to help...
Douglas Arnest (CRD# 6127892) is an Investment Advisor Representative working at Barden Capital Management, Inc. in Austin, TX and has over 11 years of experience in the finance industry. Douglas Arnest 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.
Samuel Arnott (CRD# 6330066) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 8 years of experience in the finance industry.
Owen Aronson (CRD# 5155366) is an Investment Advisor Representative working at First Trust Advisors LP in Austin, TX and has over 16 years of experience in the finance industry.
Lily Atilano (CRD# 7001769) is an Investment Advisor Representative working at Sage Advisory Services Ltd Co in Austin, TX and has over 5 years of experience in the finance industry.
William Atkins (CRD# 6308605) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 6 years of experience in the finance industry.