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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
Jerry Capetillo (CRD# 5201147) 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.
Kelly Card (CRD# 1151677) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Antonio, TX and has over 34 years of experience in the finance industry.
Antonio Carias (CRD# 5920798) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 12 years of experience in the finance industry.
William Cariker (CRD# 1667439) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in San Antonio, TX and has over 37 years of experience in the finance industry.
David Carlock (CRD# 5040696) is an Investment Advisor Representative working at Kestra Private Wealth Services, LLC in San Antonio, TX and has over 18 years of experience in the finance industry. David Carlock 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.
Kristin Carlton (CRD# 5733620) is an Investment Advisor Representative working at Exencial Wealth Advisors in San Antonio, TX and has over 14 years of experience in the finance industry. Kristin Carlton 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.
Patrick Carney (CRD# 1859199) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Antonio, TX and has over 35 years of experience in the finance industry. Patrick Carney 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.
Mark Carolin (CRD# 2134078) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Antonio, TX and has over 33 years of experience in the finance industry.
John Carrillo (CRD# 6801364) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 6 years of experience in the finance industry.
Reynaldo Castro Jr. (CRD# 1946588) is an Investment Advisor Representative working at Ubs Financial Services Inc. in San Antonio, TX and has over 35 years of experience in the finance industry.