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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
Charles Lutz (CRD# 3139350) is an Investment Advisor Representative working at Cuso Financial Services in San Antonio, TX and has over 25 years of experience in the finance industry.
Teresa Magaw (CRD# 2171189) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Antonio, TX and has over 32 years of experience in the finance industry.
Dennis Mainard (CRD# 1344443) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Antonio, TX and has over 27 years of experience in the finance industry. Dennis Mainard 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.
Celia Martel (CRD# 2865498) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 23 years of experience in the finance industry. Celia Martel 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 Martin (CRD# 2120667) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 33 years of experience in the finance industry.
Kyle Martin (CRD# 3196021) is an Investment Advisor Representative working at Kapela in San Antonio, TX and has over 15 years of experience in the finance industry. Kyle Martin 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.
Steve Martinez (CRD# 2933990) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 26 years of experience in the finance industry.
Charles Massiatte (CRD# 6898823) is an Investment Advisor Representative working at Martin Capital Advisors, LLP in San Antonio, TX and has over 5 years of experience in the finance industry.
Lemuel Mayberry (CRD# 3174588) is an Investment Advisor Representative working at Lemuel James Financial in San Antonio, TX and has over 25 years of experience in the finance industry.
Timothy Mazzanti (CRD# 5085531) 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.