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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
Paul Barton (CRD# 6849180) is an Investment Advisor Representative working at Edward Jones in Spring Branch, TX and has over 6 years of experience in the finance industry.
James Butler (CRD# 5146584) is an Investment Advisor Representative working at Wells Fargo Advisors in Spring Branch, TX and has over 17 years of experience in the finance industry. James Butler 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.
Steven Chafin (CRD# 4786776) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Spring Branch, TX and has over 19 years of experience in the finance industry.
James Lacewell (CRD# 5865926) is an Investment Advisor Representative working at Edward Jones in Spring Branch, TX and has over 13 years of experience in the finance industry.
Shane Walls (CRD# 2376712) is an Investment Advisor Representative working at Abam, Inc. in Spring Branch, TX and has over 13 years of experience in the finance industry.
Robert Zito (CRD# 4863307) is an Investment Advisor Representative working at Edward Jones in Spring Branch, TX and has over 19 years of experience in the finance industry.
Kevin Kustelski (CRD# 7694553) is an Investment Advisor Representative working at Mml Investors Services, LLC in Spring Branch, TX and has 1 year of experience in the finance industry.
Carolyn Abshier (CRD# 5324995) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 16 years of experience in the finance industry.
Guy Acerra (CRD# 822926) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Antonio, TX and has over 41 years of experience in the finance industry. Guy Acerra 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.
Ahmad Achmar (CRD# 5475794) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 16 years of experience in the finance industry.