-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Robert Schobel (CRD# 5741920) is an Investment Advisor Representative working at Lpl Financial LLC in Bastrop, TX and has over 14 years of experience in the finance industry.
Max Shanley (CRD# 5760752) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 14 years of experience in the finance industry.
Craig Sims (CRD# 6746148) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in Giddings, TX and has over 5 years of experience in the finance industry.
Carson Stephens (CRD# 4599801) is an Investment Advisor Representative working at Eagle Strategies LLC in Bastrop, TX and has over 20 years of experience in the finance industry.
Adam Straznicky (CRD# 6991426) is an Investment Advisor Representative working at Edward Jones in Bastrop, TX and has over 5 years of experience in the finance industry.
Mark Tracy (CRD# 6288468) is an Investment Advisor Representative working at Km Capital Management, Ltd. in Austin, TX and has 1 year of experience in the finance industry. Mark Tracy 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.
Lori Tuggle (CRD# 4552306) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bastrop, TX and has over 21 years of experience in the finance industry.
Alex Webster (CRD# 6842159) is an Investment Advisor Representative working at Edward Jones in Gonzales, TX and has over 6 years of experience in the finance industry.
Lindsey Boriack (CRD# 5536664) is an Investment Advisor Representative working at Avantax Advisory Services in Giddings, TX and has 1 year of experience in the finance industry.
Robert Burris (CRD# 7484413) is an Investment Advisor Representative working at Edward Jones in Austin, TX and has over 2 years of experience in the finance industry.