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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
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.
Kelly Card (CRD# 1151677) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Antonio, TX and has over 34 years of experience in the finance industry.
Antonio Carias (CRD# 5920798) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 12 years of experience in the finance industry.
William Cariker (CRD# 1667439) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Antonio, TX and has over 36 years of experience in the finance industry.
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.
John Carr (CRD# 1407521) is an Investment Advisor Representative working at Carr Consulting P.a. in San Antonio, TX and has over 25 years of experience in the finance industry. John Carr 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.
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.
John Carrillo (CRD# 6801364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 6 years of experience in the finance industry.
Brandon Carter (CRD# 2939393) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 26 years of experience in the finance industry. Brandon Carter 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.
Monique Cassidy (CRD# 2064731) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Antonio, TX and has over 34 years of experience in the finance industry.