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Distance Only Dripping Springs, TX
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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
James McGrath (CRD# 1123300) is an Investment Advisor Representative working at Financial Strategies, Inc. in Dripping Springs, TX and has over 40 years of experience in the finance industry. James McGrath 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.
Kenneth Patterson (CRD# 6276956) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Dripping Springs, TX and has over 9 years of experience in the finance industry.
Reagan Rentschler (CRD# 6406579) is an Investment Advisor Representative working at Edward Jones in Dripping Springs, TX and has over 7 years of experience in the finance industry.
Carlos Serna (CRD# 4613144) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Dripping Springs, TX and has over 21 years of experience in the finance industry.
Nicholas Smith (CRD# 4299024) is an Investment Advisor Representative working at Lpl Financial LLC in Dripping Springs, TX and has over 23 years of experience in the finance industry.
Thomas Stevenson (CRD# 5957044) is an Investment Advisor Representative working at Avant Financial Advisors in Dripping Springs, TX and has over 9 years of experience in the finance industry. Thomas Stevenson 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.
Nicole Babin (CRD# 6420622) is an Investment Advisor Representative working at Edward Jones in Dripping Springs, TX and has over 3 years of experience in the finance industry.
Mark Handley (CRD# 4291837) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dripping Springs, TX and has over 23 years of experience in the finance industry.
Lily Ho (CRD# 4336165) is an Investment Advisor Representative working at Jpl Wealth Management in Dripping Springs, TX and has over 22 years of experience in the finance industry. Lily Ho 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.
Zachary Hoyle (CRD# 5371198) is an Investment Advisor Representative working at Wells Fargo Advisors in Dripping Springs, TX and has over 14 years of experience in the finance industry.