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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
William Luna (CRD# 6854681) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Dripping Springs, TX and has over 4 years of experience in the finance industry.
Robert Requard (CRD# 5444904) is an Investment Advisor Representative working at Connolly Financial in Dripping Springs, TX and has over 16 years of experience in the finance industry.
David Squire (CRD# 3083277) is an Investment Advisor Representative working at Wells Fargo Advisors in Dripping Springs, TX and has over 25 years of experience in the finance industry. David Squire 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.
Albert Gonzalez (CRD# 2123952) is an Investment Advisor Representative working at Lpl Financial LLC in Dripping Springs, TX and has over 20 years of experience in the finance industry.
Adam Broughton (CRD# 4431657) is a wealth manager who helps company leaders get more out of their compensation package, invest with confidence and safely navigate the many decisions to and through retirement. He is an Investment Advisor Representative and owner of PBL Wealth Management in Austin, TX. Adam has over 14 years of experience in the financial services industry. Adam Broughton has taken additional exams to become a CERTIFIED FINANCIAL PLANNER Professional (CFP®) as well as a CERTIFIED PRIVATE WEALTH ADVISER Professional (CPWA®) .
Leah Coleman (CRD# 5872877) is Fee-Only, Investment Advisor Representative working at Orchard Financial Group in Austin, TX, and has over nine (9) years of experience in the finance industry. As the powerhouse financial planner behind this women-led, fee-only advisory firm, she specializes in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Her focus is to offer unbiased financial advice and become a committed ally to your goals that enriches your life and builds confidence in your future.
Leah Coleman has taken additional exams to become a Certified...
Vincent Abio (CRD# 2827672) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 27 years of experience in the finance industry.
Raymond Abracosa (CRD# 2219717) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 32 years of experience in the finance industry.
Mark Abraham (CRD# 2610650) is an Investment Advisor Representative working at Ii Technology, LLC in Austin, TX and has over 7 years of experience in the finance industry.
David Ackel (CRD# 3168949) is an Investment Advisor Representative working at Next Financial Group, Inc. in Cedar Park, TX and has over 25 years of experience in the finance industry.