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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
Will Rogers (CRD# 4828456) is an Investment Advisor Representative working at Rogers Capital Advisors, LLC in Horseshoe Bay, TX and has over 19 years of experience in the finance industry. Will Rogers 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.
Preston Rosamond (CRD# 4343488) is a Registered Investment Advisor in Marble Falls, TX and has over 18 years of experience in the finance industry.
Brady Scott (CRD# 4750687) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 20 years of experience in the finance industry.
Corey Skahill (CRD# 5807174) is an Investment Advisor Representative working at Edward Jones in Marble Falls, TX and has over 13 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.
Randall Smith (CRD# 2947453) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Marble Falls, TX and has over 26 years of experience in the finance industry.
Rix Smith (CRD# 1061442) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Horseshoe Bay, TX and has over 41 years of experience in the finance industry.
Jimmie Stark (CRD# 6288685) is an Investment Advisor Representative working at Edward Jones in Marble Falls, TX and has over 10 years of experience in the finance industry. Jimmie Stark 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.
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.
Richard Treta (CRD# 1396132) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 38 years of experience in the finance industry. Richard Treta 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.