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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
David Akright (CRD# 6170087) is an Investment Advisor Representative working at Captrust in San Antonio, TX and has over 9 years of experience in the finance industry. David Akright 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.
Robert Alaniz (CRD# 5089610) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Antonio, TX and has over 17 years of experience in the finance industry.
Shaju Alexander (CRD# 2990955) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in San Antonio, TX and has over 25 years of experience in the finance industry.
William Alexander (CRD# 5553208) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 16 years of experience in the finance industry.
Brandon Allen (CRD# 6235984) is an Investment Advisor Representative working at Edward Jones in Seguin, TX and has over 10 years of experience in the finance industry.
Angela Almaraz (CRD# 6561884) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 8 years of experience in the finance industry.
Wesley Alston (CRD# 3242920) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 24 years of experience in the finance industry.
Martin Altimore (CRD# 4048) is an Investment Advisor Representative working at Msa Capital Management, Pllc in Fair Oaks Ranch, TX and has over 38 years of experience in the finance industry.
Lisa Alvarado (CRD# 4019690) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 23 years of experience in the finance industry.
David Alvarez (CRD# 4957825) is a Financial Planner working at PAX Financial Group in San Antonio, TX and has over 17 years of experience in the finance industry. In this role David works with individuals, families, charitable foundations and retirement plans. He provides a comprehensive approach to wealth management in the areas of investment advice, retirement planning, business succession, trusts, estates, and charitable giving. David Alvarez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass...