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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
John Avery (CRD# 1101029) is an Investment Advisor Representative working at Financial Gravity Family Office Services, LLC in Lakeway, TX and has over 40 years of experience in the finance industry.
Victor Ayala (CRD# 4177740) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 23 years of experience in the finance industry.
Steven Aycock (CRD# 3092096) is an Investment Advisor Representative working at Austin Money Management Corporation in Austin, TX and has over 25 years of experience in the finance industry. Steven Aycock 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.
Uriel Bach (CRD# 4150109) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 20 years of experience in the finance industry.
Robert Bagby (CRD# 2843531) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cedar Park, TX and has over 27 years of experience in the finance industry.
James Bailey (CRD# 1693096) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, TX and has over 36 years of experience in the finance industry. James Bailey 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.
Daniel Baird (CRD# 3047234) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Austin, TX and has over 25 years of experience in the finance industry.
Issam Bakir (CRD# 1792922) is an Investment Advisor Representative working at Tnt Asset Management, LLC in Round Rock, TX and has over 36 years of experience in the finance industry. Issam Bakir 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.
Tarik Bakir (CRD# 5011763) is an Investment Advisor Representative working at Tnt Asset Management, LLC in Round Rock, TX and has over 15 years of experience in the finance industry. Tarik Bakir 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.
Trevor Bakir (CRD# 5683075) is an Investment Advisor Representative working at Tnt Asset Management, LLC in Round Rock, TX and has over 6 years of experience in the finance industry. Trevor Bakir 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.