ADVISOR BIO

Austin Ballard is a financial advisor with Morgan Stanley. Austin has been in the financial services industry since 2019 and is licensed to provide securities and investment advisory services in 43 states. Austin’s office is located in Walnut Creek, California. Austin's services include financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.

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ADVISOR BIO

Austin Hunt is a registered representative with MML Investors Services, LLC and has been in the industry since 2024. Austin has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE). Austin is currently registered in California as an Investment Advisor Representative. Austin specializes in several areas, including asset allocation programs, financial planning, pension consulting, educational seminars, and selection of other advisors. Austin's primary office is located in Brentwood, CA. In addition to their work with MML Investors Services, LLC, Austin is also a partner at CNEM, a consulting firm that provides hospitality and digital marketing services.

SPECIALIZATIONS

ADVISOR BIO

Austin Gong li Chan is a financial professional with Stifel, Nicolaus & Company, Inc.. Austin is registered with FINRA, a self-regulatory organization, as a registered representative. Austin has Series 63, 52TO and SIE licenses and is registered in multiple states as a securities professional.

SPECIALIZATIONS

ADVISOR BIO

Austin Wynn English is a financial advisor with over 15 years of experience in the financial services industry. Austin is currently registered with LPL Financial LLC and has previously worked with BrightHouse Securities, LLC, MetLife Investors Distribution Company, and Vanguard Marketing Corporation. Austin's expertise spans a range of services including financial planning, portfolio management for businesses and individuals, and consulting. Austin is dedicated to providing personalized financial advice to help clients achieve their goals.

SPECIALIZATIONS

ADVISOR BIO

Austin Batista is a financial advisor in Walnut Creek, California, registered with Cetera Investment Advisers LLC. Austin has been in the financial services industry since 2010. Austin holds the Series 6, 7, and 66 licenses. Austin's current employment is with Cetera Investment Advisers LLC, and Austin was previously employed at Foresters Financial Services, Inc. Austin has experience providing financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Austin Rouk is a Certified Financial Planner™ associated with Beacon Pointe Advisors, LLC. Austin has been a financial advisor for over 6 years, and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Austin also has experience in insurance sales and has been licensed as an insurance agent since 2018. Austin is registered with the state of California as an Investment Advisor Representative.

SPECIALIZATIONS

ADVISOR BIO

Austin Barber is a financial advisor at Morgan Stanley. Austin has been in the industry for a short time, having started in May 2022. Austin is registered to provide securities and advisory services in 41 states, and has passed both the Series 7TO and Series 66 exams. Austin is currently registered in both California and Texas.

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ADVISOR BIO

Austin Pate is a financial advisor with over 6 years of experience in the industry. Austin is registered with LPL Financial LLC and holds several licenses and designations. Austin currently works in LPL Financial LLC’s San Diego branch. Austin has a broad range of experience and specializes in providing financial advice to individuals, families, and businesses.

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ADVISOR BIO

Austin Philip Gilbertson is an investment advisor representative with UBS Financial Services Inc. in La Jolla, California. Austin Gilbertson has been in the industry since October 24, 2022. Austin Gilbertson holds licenses Series 66, Series 7TO, and the SIE. Austin Gilbertson's current registrations include California for both broker-dealer and investment advisor.

SPECIALIZATIONS

ADVISOR BIO

Austin Todd is an investment advisor representative with Capital United Investments LLC. Austin is registered with the state of California. Austin has been in the securities industry since 2014. Austin has completed the Uniform Investment Adviser Law Examination (Series 65) and the Securities Industry Essentials Examination (SIE). Austin provides financial planning, pension consulting, and portfolio management for individuals and businesses. Austin is also a mortgage broker and real estate investor with Capital United.

SPECIALIZATIONS