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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
Ross Kelly (CRD# 6684067) 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.
James Lane (CRD# 6252392) 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.
Chanise Littlefield (CRD# 6674257) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has 1 year of experience in the finance industry.
Latrice Londow (CRD# 6296448) 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.
Jake Mallet (CRD# 7375772) is an Investment Advisor Representative working at Bankers Life Advisory Services, Inc. in Austin, TX and has over 2 years of experience in the finance industry.
Rajit Marwah (CRD# 7348702) is an Investment Advisor Representative working at Premca LLC in Pflugerville, TX and has over 3 years of experience in the finance industry.
Edward Meyer (CRD# 7168963) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has 1 year of experience in the finance industry.
Robert Mims (CRD# 6381211) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 9 years of experience in the finance industry.
Mason Morgan (CRD# 7628985) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Austin, TX and has 1 year of experience in the finance industry.
Julio Naveda Rivas (CRD# 7565094) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has 1 year of experience in the finance industry.