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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
Eric Negron (CRD# 5378359) is an Investment Advisor Representative working at Forefront in Austin, TX and has over 16 years of experience in the finance industry.
Jennifer Nelson (CRD# 3025852) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 25 years of experience in the finance industry.
William Nelson (CRD# 4797755) is an Investment Advisor Representative working at Financial Gravity Asset Management, Inc. in Austin, TX and has over 20 years of experience in the finance industry.
William Nelson (CRD# 1199678) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 40 years of experience in the finance industry.
Sara Norell (CRD# 5959920) 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. Sara Norell 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.
Richard Norkin (CRD# 2629571) 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.
John O'keeffe (CRD# 6655395) 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.
Rachel O'leary (CRD# 6271878) is an Investment Advisor Representative working at Wealth Care LLC in Austin, TX and has over 10 years of experience in the finance industry. Rachel O'leary 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.
Scott Oehrle (CRD# 2142657) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Austin, TX and has over 30 years of experience in the finance industry. Scott Oehrle 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.
Randy Oehrlein (CRD# 4573759) is an Investment Advisor Representative working at Lincoln Investment in Austin, TX and has over 21 years of experience in the finance industry.