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Distance Only New Braunfels, 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
Michael Jordan (CRD# 5872596) is an Investment Advisor Representative working at Edward Jones in New Braunfels, TX and has over 13 years of experience in the finance industry.
Robert Kokol (CRD# 4623057) is an Investment Advisor Representative working at Atticus Wealth Management in New Braunfels, TX and has over 21 years of experience in the finance industry. Robert Kokol 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.
Garrett Kost (CRD# 4686077) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New Braunfels, TX and has over 20 years of experience in the finance industry.
Leslie Lammers (CRD# 2287680) is an Investment Advisor Representative working at Riverstone Advisors, LLC in New Braunfels, TX and has over 30 years of experience in the finance industry.
Eric Lane (CRD# 2948398) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in New Braunfels, TX and has over 26 years of experience in the finance industry. Eric Lane 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 Lavalley (CRD# 6589069) is an Investment Advisor Representative at Targeted Wealth Solutions and has clients residing across the globe. He has a master's degree in financial planning and holds the professional credentials MPAS® (Master Planner Advanced Studies). Brandon has worked for Targeted Wealth Solutions as an advisor since 2014. He graduated from the US Air Force Academy in 2003 and flew fighter jets for over a decade prior to Co-founding Targeted Wealth Solutions. He specializes in helping individuals, veterans, and small business owners with complex financial planning problems....
Rita Lind (CRD# 3027700) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in New Braunfels, TX and has over 22 years of experience in the finance industry.
Horace Lovelace (CRD# 4171272) is an Investment Advisor Representative working at Next Financial Group, Inc. in New Braunfels, TX and has over 23 years of experience in the finance industry.
David Luckemeyer (CRD# 2227387) is an Investment Advisor Representative working at Lpl Financial LLC in New Braunfels, TX and has over 31 years of experience in the finance industry.
James Mahan (CRD# 5787176) is an Investment Advisor Representative working at South Texas Capital Advisors, LLC in New Braunfels, TX and has over 13 years of experience in the finance industry.