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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
James Thorne (CRD# 6775104) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 7 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.
Chris Tremble (CRD# 5711104) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 14 years of experience in the finance industry.
Barbara Tsinakis (CRD# 4719021) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 20 years of experience in the finance industry.
Donald Turner (CRD# 1546082) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Austin, TX and has over 37 years of experience in the finance industry.
David Villanueva (CRD# 5461472) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 10 years of experience in the finance industry.
Manfred Von Ehrenfried (CRD# 2832872) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Austin, TX and has over 27 years of experience in the finance industry.
Mark Ward (CRD# 3248303) is an Investment Advisor Representative working at Lucien Stirling & Gray Advisory Group Inc. in Austin, TX and has over 24 years of experience in the finance industry. Mark Ward 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.
Felicia Watson (CRD# 2164469) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 8 years of experience in the finance industry.
Bryan Wayt (CRD# 3182221) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Austin, TX and has over 25 years of experience in the finance industry. Bryan Wayt 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.