-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Carl Bonn (CRD# 4480233) is an Investment Advisor Representative working at Wealth Keepers in Johnson City, TX and has over 21 years of experience in the finance industry.
Gregory Alves (CRD# 4485600) is an Investment Advisor Representative working at Synergy Capital Advisors, LLC in Spicewood, TX and has over 18 years of experience in the finance industry.
Daryl Arnett (CRD# 4495175) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 21 years of experience in the finance industry.
Daniel Arrington (CRD# 4208257) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marble Falls, TX and has over 23 years of experience in the finance industry.
Troy Bangs (CRD# 6124832) is an Investment Advisor Representative working at Lpl Financial LLC in Spicewood, TX and has over 11 years of experience in the finance industry.
David Behrens (CRD# 1278160) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 39 years of experience in the finance industry.
Shannon Black (CRD# 4734157) is an Investment Advisor Representative working at Wealth Teams Alliance in Spicewood, TX and has over 20 years of experience in the finance industry.
Diana Blackburn (CRD# 2838642) is an Investment Advisor Representative working at Avantax Advisory Services in Blanco, TX and has over 27 years of experience in the finance industry.
Ralph Boschert (CRD# 1448733) is an Investment Advisor Representative working at Arrowhead Asset Management in Wimberley, TX and has over 32 years of experience in the finance industry.
Adam Bowen (CRD# 4459729) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Marble Falls, TX and has over 22 years of experience in the finance industry. Adam Bowen 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.