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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
Richard Schaefer (CRD# 2635819) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pflugerville, TX and has over 28 years of experience in the finance industry.
Janell Soto (CRD# 6056172) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Pflugerville, TX and has over 8 years of experience in the finance industry.
Jeffrey Stefek (CRD# 5500226) is an Investment Advisor Representative working at Edward Jones in Pflugerville, TX and has over 16 years of experience in the finance industry.
Robert Daggett (CRD# 7742911) is an Investment Advisor Representative working at Edward Jones in Pflugerville, TX and has 1 year of experience in the finance industry.
Todd Durflinger (CRD# 5606139) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Pflugerville, TX and has over 15 years of experience in the finance industry.
Rajit Marwah (CRD# 7348702) is an Investment Advisor Representative working at Premca LLC in Pflugerville, TX and has over 3 years of experience in the finance industry.
Jefferson Schaefer (CRD# 7758404) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Pflugerville, TX and has 1 year 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®) .
Leah Coleman (CRD# 5872877) is Fee-Only, Investment Advisor Representative working at Orchard Financial Group in Austin, TX, and has over nine (9) years of experience in the finance industry. As the powerhouse financial planner behind this women-led, fee-only advisory firm, she specializes in Equity Recipients, LGBTQ Couples and Families, and Socially Responsible Investment Strategies. Her focus is to offer unbiased financial advice and become a committed ally to your goals that enriches your life and builds confidence in your future.
Leah Coleman has taken additional exams to become a Certified...
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.