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Distance Only Round Rock, 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
Douglas Mayo (CRD# 5701985) is an Investment Advisor Representative working at Cuso Financial Services in Round Rock, TX and has over 14 years of experience in the finance industry.
Jon McLain (CRD# 2555973) is an Investment Advisor Representative working at Leap Wealth Management in Round Rock, TX and has over 29 years of experience in the finance industry.
Gregory Meyer (CRD# 3011973) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Round Rock, TX and has over 23 years of experience in the finance industry.
Matthew Mierzycki (CRD# 6102769) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Round Rock, TX and has over 11 years of experience in the finance industry.
Humberto Moreno (CRD# 2145869) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in Round Rock, TX and has over 32 years of experience in the finance industry.
Danny Morgan (CRD# 6302945) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 9 years of experience in the finance industry.
Andrew Motes (CRD# 4710588) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Round Rock, TX and has over 20 years of experience in the finance industry.
Clifton Myers (CRD# 2440953) is an Investment Advisor Representative working at Clifton Myers Financial Advisory in Round Rock, TX and has over 30 years of experience in the finance industry.
Amy Norris (CRD# 6593163) is an Investment Advisor Representative working at Edward Jones in Round Rock, TX and has over 8 years of experience in the finance industry.
Donna Parker (CRD# 1057658) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Round Rock, TX and has over 26 years of experience in the finance industry. Donna Parker 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.