-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Gregory Lively (CRD# 2641738) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Horseshoe Bay, TX and has over 28 years of experience in the finance industry.
Steven London (CRD# 4599921) is an Investment Advisor Representative working at Compendium Wealth Advisors, LLC in Austin, TX and has over 21 years of experience in the finance industry.
Consuelo Lopez (CRD# 5670527) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 15 years of experience in the finance industry.
Jeremiah Lorenz (CRD# 4185702) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 24 years of experience in the finance industry.
Frank Lovaglio (CRD# 1299700) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 28 years of experience in the finance industry.
Kim Luthy (CRD# 1917049) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 34 years of experience in the finance industry. Kim Luthy 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.
Nelson Lutz (CRD# 4871410) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 19 years of experience in the finance industry.
Jerry Lynn (CRD# 1632075) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 37 years of experience in the finance industry.
Amy Mahon (CRD# 5841642) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 11 years of experience in the finance industry.
Diane Malison (CRD# 1010175) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Llano, TX and has over 42 years of experience in the finance industry.