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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
Todd Summers (CRD# 5976818) is an Investment Advisor Representative working at Edward Jones in Devine, TX and has over 12 years of experience in the finance industry.
George Fisher (CRD# 3266677) is an Investment Advisor Representative working at Boynton Financial LLC in San Antonio, TX and has over 24 years of experience in the finance industry.
Bryan Abbott (CRD# 2511275) is an Investment Advisor Representative working at S.b. Value Partners, LP in San Antonio, TX and has over 28 years of experience in the finance industry.
Javier Acosta Geraldino (CRD# 6911909) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 6 years of experience in the finance industry.
Abiola Adetunji (CRD# 4688158) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 20 years of experience in the finance industry.
Juan Amador (CRD# 6324298) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 7 years of experience in the finance industry.
San Juanita Araiza-Kail (CRD# 3094040) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 25 years of experience in the finance industry.
Rene Aranda (CRD# 4534332) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 21 years of experience in the finance industry. Rene Aranda 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.
Daniel Ater (CRD# 3133038) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Antonio, TX and has over 25 years of experience in the finance industry.
Sanda Bailey (CRD# 1412927) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Antonio, TX and has over 38 years of experience in the finance industry. Sanda Bailey 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.