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Distance Only Liberty Hill, TX
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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
William Coffman (CRD# 2369718) is an Investment Advisor Representative working at Geneos Wealth Management, Inc. in Liberty Hill, TX and has over 30 years of experience in the finance industry. William Coffman 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.
Corwin Davidson (CRD# 6196479) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Liberty Hill, TX and has over 10 years of experience in the finance industry.
Seth Herbeck (CRD# 6916202) is an Investment Advisor Representative working at Edward Jones in Liberty Hill, TX and has over 6 years of experience in the finance industry.
James Hornbuckle (CRD# 2091293) is an Investment Advisor Representative working at Wells Fargo Advisors in Liberty Hill, TX and has over 17 years of experience in the finance industry.
Jason Stanley (CRD# 5732868) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Liberty Hill, TX and has over 14 years of experience in the finance industry.
Brian Vance (CRD# 1283424) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Liberty Hill, TX and has over 39 years of experience in the finance industry.
Christopher Wells (CRD# 4630658) is an Investment Advisor Representative working at Victory Financial in Liberty Hill, TX and has over 21 years of experience in the finance industry. Christopher Wells 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.
Marques Bobo (CRD# 5258180) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Liberty Hill, TX and has over 2 years of experience in the finance industry.
Ian Donnelly (CRD# 7359914) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Liberty Hill, TX and has over 2 years of experience in the finance industry.
Keith Kmiec (CRD# 5113261) is an Investment Advisor Representative working at Gradient Wealth Management in Liberty Hill, TX and has over 17 years of experience in the finance industry.