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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
Daniel Caswell (CRD# 4541666) is an Investment Advisor Representative working at Integrated Wealth Strategies, LLC in Austin, TX and has over 21 years of experience in the finance industry.
Ashley Caudle (CRD# 5005415) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 18 years of experience in the finance industry.
Karen Caulfield (CRD# 1452214) is an Investment Advisor Representative working at D.a. Davidson & Company in Austin, TX and has over 30 years of experience in the finance industry.
Daniel Cavaretta (CRD# 4199968) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 23 years of experience in the finance industry.
James Cavner (CRD# 1355156) is an Investment Advisor Representative working at Cavner Social Enterprises, LLC in Austin, TX and has over 39 years of experience in the finance industry.
Paul Caylor (CRD# 3005714) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 26 years of experience in the finance industry. Paul Caylor 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.
Robert Cecil (CRD# 5850170) is an Investment Advisor Representative working at Churchill Management Group in Austin, TX and has over 13 years of experience in the finance industry. Robert Cecil 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.
Raoul Celerier (CRD# 4888617) is an Investment Advisor Representative working at Austin Private Wealth, LLC in Austin, TX and has over 19 years of experience in the finance industry. Raoul Celerier 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.
Joleen Cervenka (CRD# 5504103) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Austin, TX and has over 15 years of experience in the finance industry.
Susan Cevette (CRD# 4585918) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 21 years of experience in the finance industry.