Gary SchweersCRD Number: 6240021
Current Firm: The Bank Of San Antonio Wealth Advisors, LLC
Gary Schweers (CRD# 6240021) is an Investment Advisor Representative working at The Bank Of San Antonio Wealth Advisors, LLC in San Antonio, TX and has over 3 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|The Bank Of San Antonio||San Antonio, TX||Jan 2011 - Current||7|
|Padgett, Stratemann & Co||San Antonio, TX||Aug 2009 - Dec 2010||1|
|Integrated Compliance Solutions||San Antonio, TX||Jan 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management124MILLIONS
Total Number of Accounts216ACCOUNTS
Average Account Value$572,861
- A percentage of assets under your management
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- Portfolio management for businesses (other than small businesses) or institutional clients
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