David StixCRD Number: 1172428
Current Firm: South Texas Money Management, Ltd.
David Stix (CRD# 1172428) is an Investment Advisor Representative working at South Texas Money Management, Ltd. in San Antonio, TX and has over 18 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|South Texas Money Management, Ltd.||San Antonio, TX||May 2014 - Current||2|
|Nexpedience Networks||Burnsville, MN||Mar 2012 - May 2014||2|
|Bbva||Madrid,||Jan 2011 - Jan 2012||1|
|Iberian Equities||Madrid,||Oct 2001 - Dec 2010||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
Total Assets Under Management2,759MILLIONS
Total Number of Accounts2,848ACCOUNTS
Average Account Value$968,774
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, CA, CO, FL, LA, NE, NM, NY, TX