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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
Larry Holder (CRD# 248394) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Boerne, TX and has over 30 years of experience in the finance industry.
Erik Holt (CRD# 4749336) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Boerne, TX and has over 8 years of experience in the finance industry.
Scott Immel (CRD# 5871289) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fredericksburg, TX and has over 12 years of experience in the finance industry.
William Johnson (CRD# 3095356) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fredericksburg, TX and has over 25 years of experience in the finance industry.
Sharon Joseph (CRD# 1149161) is an Investment Advisor Representative working at Lpl Financial LLC in Fredericksburg, TX and has over 40 years of experience in the finance industry.
Casey Keller (CRD# 6080176) is an Investment Advisor Representative working at Captrust in Boeme, TX and has 1 year of experience in the finance industry.
Kristy Knaupp-Beyer (CRD# 6146974) is an Investment Advisor Representative working at Edward Jones in Fredericksburg, TX and has over 11 years of experience in the finance industry.
Taylor Knopf (CRD# 6645700) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in Boerne, TX and has over 7 years of experience in the finance industry.
Tammie Knopp (CRD# 5549786) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Fredericksburg, TX and has over 15 years of experience in the finance industry.
Michael Landrum (CRD# 5394316) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 16 years of experience in the finance industry.