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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
Corey Long (CRD# 4870400) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Kerrville, TX and has over 19 years of experience in the finance industry. Corey Long 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.
Raquel Lopez (CRD# 4788166) is an Investment Advisor Representative working at Captrust in Helotes, TX and has 1 year of experience in the finance industry. Raquel Lopez 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.
Adam Lozano (CRD# 6303151) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.
Omar Lozano (CRD# 1663540) is an Investment Advisor Representative working at Pnc Investments in Boerne, TX and has over 36 years of experience in the finance industry.
Brett Lundgren (CRD# 5620721) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 12 years of experience in the finance industry.
Steven Majoris (CRD# 6079054) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Boerne, TX and has over 10 years of experience in the finance industry.
Ryan Marquard (CRD# 6138255) is an Investment Advisor Representative working at Edward Jones in Boerne, TX and has over 11 years of experience in the finance industry.
John Martin (CRD# 2120667) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 33 years of experience in the finance industry.
Aldo Martinez (CRD# 6746703) is an Investment Advisor Representative working at Edward Jones in Helotes, TX and has over 5 years of experience in the finance industry.
Timothy Mazzanti (CRD# 5085531) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 17 years of experience in the finance industry.