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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
Halie Engelhardt (CRD# 7448430) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 2 years of experience in the finance industry.
Sarah Frazier (CRD# 7394245) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 2 years of experience in the finance industry.
Lance Fricke (CRD# 7227373) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 3 years of experience in the finance industry.
Chandler Friesenhahn (CRD# 7231081) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 3 years of experience in the finance industry. Chandler Friesenhahn 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.
Joseph Garcia (CRD# 7559726) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Austin, TX and has over 2 years of experience in the finance industry.
Otto Gindler (CRD# 7785552) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Austin, TX and has 1 year of experience in the finance industry.
Meshia Greer (CRD# 6914310) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 5 years of experience in the finance industry. Meshia Greer 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.
Derek Guzman (CRD# 6657199) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 7 years of experience in the finance industry.
Daniel Hillery (CRD# 7421626) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has over 2 years of experience in the finance industry.
Reagan Holly (CRD# 7405975) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has 1 year of experience in the finance industry.