Pax Financial Group

Pax Financial Group (CRD# 284164) is a financial advisory firm headquartered in San Antonio, TX. They manage $255,000,000 in 2,536 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    2,536
    ACCOUNTS
  • Average Account Value
    $100,552
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, LA, MO, NC, TX

Financial Advisors at Pax Financial Group
Showing 1 - 9 of 9 top financial advisors.
1
Darryl W. Lyons
CRD#: 4119073
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
96
Wealthminder
score

Darryl Lyons (CRD# 4119073) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 18 years of experience in the finance industry. Darryl Lyons 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.

2
Douglas J. Richardson
CRD#: 5945113
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
96
Wealthminder
score

Douglas Richardson (CRD# 5945113) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 6 years of experience in the finance industry. Douglas Richardson 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.

3
Laura L. Simpson
CRD#: 5236307
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
96
Wealthminder
score

Laura Simpson (CRD# 5236307) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 9 years of experience in the finance industry. Laura Simpson 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.

4
Janise M. Brooks
CRD#: 5474335
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
93
Wealthminder
score

Janise Brooks (CRD# 5474335) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 9 years of experience in the finance industry.

5
Lucas W. Macdonald
CRD#: 6444312
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
88
Wealthminder
score

Lucas Macdonald (CRD# 6444312) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has 1 year of experience in the finance industry.

6
Joseph R. Schuetze
CRD#: 4519918
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
83
Wealthminder
score

Joseph Schuetze (CRD# 4519918) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 15 years of experience in the finance industry.

7
Bryan A. Wing
CRD#: 5170305
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
81
Wealthminder
score

Bryan Wing (CRD# 5170305) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 11 years of experience in the finance industry.

8
Alejandro G. Ireta
CRD#: 5752503
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
78
Wealthminder
score

Alejandro Ireta (CRD# 5752503) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 4 years of experience in the finance industry.

9
Kevin Force
CRD#: 5565403
270 North Loop 1604 East, Suite 200, San Antonio, TX 78232
73
Wealthminder
score

Kevin Force (CRD# 5565403) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 9 years of experience in the finance industry.

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