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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
Peter Mitchell (CRD# 2621759) is an Investment Advisor Representative working at Tax Pro Advisor in Leander, TX and has over 19 years of experience in the finance industry.
William Mitchell (CRD# 2836856) is an Investment Advisor Representative working at Lpl Financial LLC in Horseshoe Bay, TX and has over 27 years of experience in the finance industry.
Todd Mitman (CRD# 4288569) 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.
David Mizrahi (CRD# 704712) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in Austin, TX and has over 44 years of experience in the finance industry.
Joshua Monk (CRD# 5222298) 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.
Brennan Moore (CRD# 5402521) 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.
Jay Moore (CRD# 2899493) 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.
Keith Moore (CRD# 2868148) 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.
Jarrod Moreau (CRD# 4533728) 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.
Brandon Morris (CRD# 5553410) 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. Brandon Morris 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.