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Distance Only San Antonio, TX
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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 Carr (CRD# 1407521) is an Investment Advisor Representative working at Carr Consulting P.a. in San Antonio, TX and has over 25 years of experience in the finance industry. John Carr 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.
Carolyn Carrillo (CRD# 2846118) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 27 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.
Brandon Carter (CRD# 2939393) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 26 years of experience in the finance industry. Brandon Carter 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.
Monique Cassidy (CRD# 2064731) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Antonio, TX and has over 34 years of experience in the finance industry.
Christine Castillo (CRD# 4788549) is an Investment Advisor Representative working at Usaa Investment Services Company in San Antonio, TX and has over 19 years of experience in the finance industry.
Christopher Castillo (CRD# 4239818) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 19 years of experience in the finance industry.