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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
Anthony Gregory (CRD# 1426285) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tarpley, TX and has over 31 years of experience in the finance industry.
David Gresham (CRD# 4002697) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 24 years of experience in the finance industry.
John Gryniewicz (CRD# 6475831) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Los Angeles, CA and has over 6 years of experience in the finance industry.
Abraham Guzman (CRD# 6510959) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 8 years of experience in the finance industry.
Michael Halfon (CRD# 6169862) 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.
Charles Hall (CRD# 5217295) is an Investment Advisor Representative working at Clear Rock Advisors, LLC in Kerrville, TX and has over 17 years of experience in the finance industry.
Nicholas Hargreaves (CRD# 5663822) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 14 years of experience in the finance industry. Nicholas Hargreaves 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.
David Harris (CRD# 6778110) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 6 years of experience in the finance industry.
William Hauenstein (CRD# 1902043) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Kerrville, TX and has over 35 years of experience in the finance industry.
Lindsey Hicks (CRD# 1389735) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Boerne, TX and has over 38 years of experience in the finance industry.