Distance Only Live Oak, TX
- 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
David Matthews (CRD# 4620837) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 19 years of experience in the finance industry. David Matthews 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.
Karen Reinertson (CRD# 4386054) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Live Oak, TX and has over 18 years of experience in the finance industry.