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Distance Only Lakeway, TX
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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
Scott Tracy (CRD# 1844341) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has over 35 years of experience in the finance industry.
Courtney Walker (CRD# 5171798) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakeway, TX and has over 13 years of experience in the finance industry. Courtney Walker 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.
Brandon White (CRD# 4578494) is an Investment Advisor Representative working at Coyle Capital, LLC in Lakeway, TX and has over 21 years of experience in the finance industry.
Dustin White (CRD# 6449625) is an Investment Advisor Representative working at Coyle Capital, LLC in Lakeway, TX and has over 9 years of experience in the finance industry.
Mark Williams (CRD# 4061842) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 24 years of experience in the finance industry.
Thomas Williams (CRD# 6005200) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 7 years of experience in the finance industry.
Scott Winters (CRD# 2598188) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 6 years of experience in the finance industry.
Adam Wolf (CRD# 5868454) is an Investment Advisor Representative working at Coyle Capital, LLC in Lakeway, TX and has over 12 years of experience in the finance industry. Adam Wolf 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.
Eileen Ybanez (CRD# 4349434) is an Investment Advisor Representative working at Coyle Capital, LLC in Lakeway, TX and has over 23 years of experience in the finance industry.
Javier Capetillo (CRD# 7475520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lakeway, TX and has over 2 years of experience in the finance industry.