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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
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 34 years of experience in the finance industry.
Alexandra Cavazos (CRD# 6420125) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 5 years of experience in the finance industry.
Johnny Cavazos (CRD# 6376456) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in San Antonio, TX and has over 6 years of experience in the finance industry.
Betty Cervantes (CRD# 2137260) is an Investment Advisor Representative working at Edward Jones in San Antonio, TX and has over 32 years of experience in the finance industry.
John Chan (CRD# 6170101) is an Investment Advisor Representative working at Independence Wealth Group in San Antonio, TX and has 1 year of experience in the finance industry. John Chan 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.
Yuhui Chang (CRD# 5594393) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 15 years of experience in the finance industry.