-
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
Brian Fleming (CRD# 5584141) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 15 years of experience in the finance industry.
John Friesen (CRD# 5976769) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Antonio, TX and has over 12 years of experience in the finance industry.
Miles Fuquay (CRD# 4488896) is an Investment Advisor Representative working at 1900 Wealth in San Antonio, TX and has 1 year of experience in the finance industry. Miles Fuquay 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.
Ivan Galindo (CRD# 3273542) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 24 years of experience in the finance industry. Ivan Galindo 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.
Jason Garriott (CRD# 4899672) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.
Alfredo Garza (CRD# 5236838) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Antonio, TX and has over 17 years of experience in the finance industry.
Jesus Garza (CRD# 2558380) is an Investment Advisor Representative working at Securities America Advisors, Inc. in San Antonio, TX and has over 29 years of experience in the finance industry.
James Geddie (CRD# 6711693) is an Investment Advisor Representative working at First Command Advisory Services in San Antonio, TX and has over 7 years of experience in the finance industry.
Edward Gonzales (CRD# 2483335) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 29 years of experience in the finance industry. Edward Gonzales 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.
Francisco Gonzalez (CRD# 3173653) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 17 years of experience in the finance industry.