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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
Ahmad Achmar (CRD# 5475794) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 16 years of experience in the finance industry.
Frank Acosta (CRD# 2084737) is an Investment Advisor Representative working at Iht Wealth Management LLC in San Antonio, TX and has over 25 years of experience in the finance industry.
Miguel Aguilar (CRD# 6109671) is an Investment Advisor Representative working at Primerica Advisors in San Antonio, TX and has over 9 years of experience in the finance industry.
Carlos Aguilera (CRD# 6112827) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 11 years of experience in the finance industry.
Raymond Aguillon (CRD# 3176225) is an Investment Advisor Representative working at Independent Financial Partners in Shevano, TX and has over 25 years of experience in the finance industry.
Omar Akhil (CRD# 6018581) is an Investment Advisor Representative working at Vaulkshire Investment Advisors in San Antonio, TX and has over 11 years of experience in the finance industry.
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.
Alberto Alanis (CRD# 5115235) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 17 years of experience in the finance industry.
Robert Alaniz (CRD# 5089610) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.
Alma Alcoser (CRD# 4163196) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 18 years of experience in the finance industry.