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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
Mary Canales (CRD# 1645623) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Antonio, TX and has over 36 years of experience in the finance industry.
Cesar Canizalez (CRD# 6211293) is an Investment Advisor Representative working at Mml Investors Services, LLC in San Antonio, TX and has over 10 years of experience in the finance industry.
Shana Cantu (CRD# 6165974) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 11 years of experience in the finance industry.
Jerry Capetillo (CRD# 5201147) 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.
Conner Capps (CRD# 6518678) is an Investment Advisor Representative working at Transce3nd LLC in 78640, TX and has over 8 years of experience in the finance industry.
David Carlock (CRD# 5040696) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Antonio, TX and has over 18 years of experience in the finance industry. David Carlock 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.
Patrick Carney (CRD# 1859199) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Antonio, TX and has over 35 years of experience in the finance industry. Patrick Carney 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.
Mark Carolin (CRD# 2134078) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Antonio, TX and has over 33 years of experience in the finance industry.
Donald Carpenter (CRD# 3185862) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 25 years of experience in the finance industry.
Carolyn Carrillo (CRD# 2846118) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 27 years of experience in the finance industry.