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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
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.
Wesley Alston (CRD# 3242920) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 24 years of experience in the finance industry.
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.
David Alvarez (CRD# 4957825) is a Financial Planner working at PAX Financial Group in San Antonio, TX and has over 17 years of experience in the finance industry. In this role David works with individuals, families, charitable foundations and retirement plans. He provides a comprehensive approach to wealth management in the areas of investment advice, retirement planning, business succession, trusts, estates, and charitable giving. David Alvarez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass...
Steven Alyea (CRD# 6106468) is an Investment Advisor Representative working at Edward Jones in Seguin, TX and has over 11 years of experience in the finance industry.
Gregory Anderson (CRD# 6071519) is an Investment Advisor Representative working at Edward Jones in Canyon Lake, TX and has over 11 years of experience in the finance industry.
Juan Andrade Frich (CRD# 6349605) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.
Vincent Annable (CRD# 1033573) is an Investment Advisor Representative working at Transce3nd LLC in Kyle, TX and has over 18 years of experience in the finance industry.
San Juanita Araiza-Kail (CRD# 3094040) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 25 years of experience in the finance industry.
Rene Aranda (CRD# 4534332) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 21 years of experience in the finance industry. Rene Aranda 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.