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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
Craig Fanning (CRD# 2234422) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Marble Falls, TX and has over 12 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.
Michel Klus (CRD# 7402970) is an Investment Advisor Representative working at Synergos Capital Management in Dripping Springs, TX and has over 2 years of experience in the finance industry.
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.
Kevin Reed (CRD# 7747310) is an Investment Advisor Representative working at Edward Jones in Marble Falls, TX and has 1 year 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.
Shane Stewart (CRD# 4454584) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Marble Falls, TX and has over 22 years of experience in the finance industry.
Lauren Thomas (CRD# 6159353) is an Investment Advisor Representative working at Planmember Securities Corporation in Horseshoe Bay, TX and has over 10 years of experience in the finance industry.