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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
Yannick Miquel (CRD# 2440872) is an Investment Advisor Representative working at Lpl Financial LLC in Leander, TX and has over 29 years of experience in the finance industry.
Andrew Sheehy (CRD# 5386960) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Leander, TX and has over 16 years of experience in the finance industry.
Rajesh Tummala (CRD# 7181536) is an Investment Advisor Representative working at Deep Think Investments in Leander, TX and has over 5 years of experience in the finance industry.
Adam Broughton (CRD# 4431657) is a wealth manager who helps company leaders get more out of their compensation package, invest with confidence and safely navigate the many decisions to and through retirement. He is an Investment Advisor Representative and owner of PBL Wealth Management in Austin, TX. Adam has over 14 years of experience in the financial services industry. Adam Broughton has taken additional exams to become a CERTIFIED FINANCIAL PLANNER Professional (CFP®) as well as a CERTIFIED PRIVATE WEALTH ADVISER Professional (CPWA®) .
Vincent Abio (CRD# 2827672) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 27 years of experience in the finance industry.
Raymond Abracosa (CRD# 2219717) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 32 years of experience in the finance industry.
Mark Abraham (CRD# 2610650) is an Investment Advisor Representative working at Ii Technology, LLC in Austin, TX and has over 7 years of experience in the finance industry.
David Ackel (CRD# 3168949) is an Investment Advisor Representative working at Next Financial Group, Inc. in Cedar Park, TX and has over 25 years of experience in the finance industry.
Julian Acosta (CRD# 6753755) is an Investment Advisor Representative working at Edward Jones in Cedar Park, TX and has over 6 years of experience in the finance industry.
Aaron Adams (CRD# 5993258) is an Investment Advisor Representative working at Edward Jones in Georgetown, TX and has over 12 years of experience in the finance industry.