-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
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...
Fernando Alvarez-Calderon (CRD# 1609075) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 36 years of experience in the finance industry.
Steven Alyea (CRD# 6106468) is an Investment Advisor Representative working at Edward Jones in Seguin, TX and has over 11 years of experience in the finance industry.
Gregory Anderson (CRD# 6071519) is an Investment Advisor Representative working at Edward Jones in Canyon Lake, TX and has over 11 years of experience in the finance industry.
James Anderson (CRD# 4504650) is an Investment Advisor Representative working at Edward Jones in San Antonio, TX and has over 21 years of experience in the finance industry. James Anderson 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.
Paul Anderson (CRD# 2084232) is an Investment Advisor Representative working at American Market Advisors, Inc. in Shavano Park, TX and has 1 year of experience in the finance industry.
Juan Andrade Frich (CRD# 6349605) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.
Arturo Andrews (CRD# 4952731) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New Braunfels, TX and has over 18 years of experience in the finance industry.
Sara Arizpe (CRD# 5259768) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.