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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
Brock Erwin (CRD# 6721668) is an Investment Advisor Representative working at Cleverinvesting LLC in Round Rock, TX and has over 7 years of experience in the finance industry.
Richard Fikani (CRD# 5886286) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 13 years of experience in the finance industry.
Suzanne Fletcher (CRD# 4123059) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Round Rock, TX and has over 23 years of experience in the finance industry.
William Fox (CRD# 5380708) is an Investment Advisor Representative working at Lpl Financial LLC in Round Rock, TX and has over 10 years of experience in the finance industry.
Scott Green (CRD# 5838113) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 13 years of experience in the finance industry.
Marijo Harding (CRD# 4357496) is an Investment Advisor Representative working at Prudence Advisory Services in Round Rock, TX and has over 23 years of experience in the finance industry.
Daniel Harris (CRD# 4670767) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 20 years of experience in the finance industry.
Michael Harvey (CRD# 2942423) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Round Rock, TX and has over 26 years of experience in the finance industry.
Kent Hickey (CRD# 3150896) is an Investment Advisor Representative working at Ubequity Wealth Management, LLC in Round Rock, TX and has over 25 years of experience in the finance industry. Kent Hickey 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.
Danny Holder (CRD# 709575) is an Investment Advisor Representative working at Capital Retirement Planning, LLC in Round Rock, TX and has over 16 years of experience in the finance industry. Danny Holder 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.