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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 Martin (CRD# 4700107) is an Investment Advisor Representative working at Lpl Financial LLC in Lakeway, TX and has over 20 years of experience in the finance industry.
Rhonda Maywald (CRD# 5415789) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has over 16 years of experience in the finance industry.
Elvin Miller (CRD# 5893271) is an Investment Advisor Representative working at Texas Asset Management in Lakeway, TX and has 1 year of experience in the finance industry. Elvin Miller 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.
John Oreilly (CRD# 1892541) is an Investment Advisor Representative working at Signal Securities, Inc. in Lakeway, TX and has over 35 years of experience in the finance industry.
Marc Orourke (CRD# 856163) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 25 years of experience in the finance industry.
Colin Peck (CRD# 6751838) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lakeway, TX and has over 7 years of experience in the finance industry.
Kimberly Perry (CRD# 5717928) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 2 years of experience in the finance industry.
John Pollock (CRD# 2802192) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 27 years of experience in the finance industry.
Clayton Ripley (CRD# 5672455) is an Investment Advisor Representative working at Town Lake Capital Management in Lakeway, TX and has over 14 years of experience in the finance industry.
Matthew Rzepka (CRD# 5281614) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 16 years of experience in the finance industry. Matthew Rzepka 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.