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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
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.
Brenda Allen (CRD# 1246615) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 30 years of experience in the finance industry.
Charles Allison (CRD# 4615330) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 18 years of experience in the finance industry. Charles Allison 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.
Christopher Allison (CRD# 2278380) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 31 years of experience in the finance industry. Christopher Allison 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.
Timothy Altree (CRD# 2834757) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 26 years of experience in the finance industry.
Stephen Arnold (CRD# 3069648) is an Investment Advisor Representative working at Texas Institutional Investment Management, LLC in San Antonio, TX and has over 25 years of experience in the finance industry.
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.
Markie Atkission (CRD# 5702402) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 14 years of experience in the finance industry.
Robert Bachle (CRD# 3258141) 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.
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.