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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
David Carter (CRD# 1097964) is an Investment Advisor Representative working at Forefront in Austin, TX and has over 41 years of experience in the finance industry.
Jarret Carter (CRD# 6113061) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 7 years of experience in the finance industry. Jarret Carter 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.
Thomas Carter (CRD# 4225405) is an Investment Advisor Representative working at Retirement Plan Fiduciaries, LLC in Austin, TX and has over 23 years of experience in the finance industry.
Damian Caruso (CRD# 4585219) is an Investment Advisor Representative working at Lincoln Investment in San Marcos, TX and has over 21 years of experience in the finance industry.
Andrea Cash (CRD# 6192144) is an Investment Advisor Representative working at Hilltop Securities Asset Management, LLC in Austin, TX and has over 8 years of experience in the finance industry.
Ryan Cassidy (CRD# 5488908) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 12 years of experience in the finance industry.
Alexander Castro (CRD# 5460225) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 16 years of experience in the finance industry.
Carlos Castro (CRD# 5340409) is an Investment Advisor Representative working at Real Talk Capital, LLC in Austin, TX and has over 16 years of experience in the finance industry. Carlos Castro 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.
Nora Castro (CRD# 1190414) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Austin, TX and has over 34 years of experience in the finance industry.
Austin Caswell (CRD# 5806108) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 7 years of experience in the finance industry.