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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
James McAnelly (CRD# 5614592) is an Investment Advisor Representative working at Edward Jones in Boerne, TX and has over 15 years of experience in the finance industry.
Samuel McGee (CRD# 4551147) is an Investment Advisor Representative working at Crestmont Private Wealth LLC in Boerne, TX and has over 21 years of experience in the finance industry.
Wesley McGee (CRD# 6757581) is an Investment Advisor Representative working at Edward Jones in San Antonio, TX and has over 7 years of experience in the finance industry.
Michael McLaughlin (CRD# 6345601) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.
Joyce Mechler (CRD# 4222450) is an Investment Advisor Representative working at Edward Jones in Kerrville, TX and has over 23 years of experience in the finance industry.
Bryon Mein (CRD# 3126797) is an Investment Advisor Representative working at Edward Jones in Kerrville, TX and has over 25 years of experience in the finance industry.
Grant Mein (CRD# 3000510) is an Investment Advisor Representative working at Edward Jones in Kerrville, TX and has over 20 years of experience in the finance industry.
Carlos Miranda (CRD# 2535642) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Helotes, TX and has over 17 years of experience in the finance industry.
Whitney Moldenhauer (CRD# 5468112) is an Investment Advisor Representative working at Usaa Investment Services Company in Comfort, TX and has over 15 years of experience in the finance industry.
Shawn Morris (CRD# 2842850) is an Investment Advisor Representative working at Captrust in Boeme, TX and has over 27 years of experience in the finance industry. Shawn 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.