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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
Shelley Johnson (CRD# 1439957) 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.
William Perlette (CRD# 7345230) 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.
Jacob Roggenkamp (CRD# 7364118) 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.
Meenal Sharma (CRD# 5726429) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Lakeway, TX and has over 14 years of experience in the finance industry.
Dina Slaibi (CRD# 7200137) is an Investment Advisor Representative working at Edward Jones in Lakeway, TX and has 1 year of experience in the finance industry.
Michael Smith (CRD# 7681177) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has 1 year of experience in the finance industry.
Kevin Whitworth (CRD# 5797314) is an Investment Advisor Representative working at Trb Wealth Management, LLC in Lakeway, TX and has over 4 years of experience in the finance industry.
Ashley Winters (CRD# 6528339) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 3 years of experience in the finance industry.
Kaili Winters (CRD# 6528334) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 5 years of experience in the finance industry.