Pax Financial Group
Pax Financial Group (CRD# 284164) is a financial advisory firm headquartered in San Antonio, TX. They manage $494,838,589 in 4,078 accounts and serve the financial needs of clients across 10 states (or territories).
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Total Assets Under Management495MILLION
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Total Number of Accounts4,078ACCOUNTS
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Average Account Value$121,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
CA, CO, FL, IL, LA, NC, NH, OK, TX, VA
David Alvarez (CRD# 4957825) is a Financial Planner working at PAX Financial Group in San Antonio, TX and has over 17 years of experience in the finance industry. In this role David works with individuals, families, charitable foundations and retirement plans. He provides a comprehensive approach to wealth management in the areas of investment advice, retirement planning, business succession, trusts, estates, and charitable giving. David Alvarez 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 putclients' interests first and comply with the Financial Planning Practice Standards. David attended Northwestern University in Evanston, Illinois where he received a Bachelor of Arts in Economics and History.
Janise Brooks (CRD# 5474335) 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.
Charles Garcia (CRD# 3017415) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 25 years of experience in the finance industry. Charles Garcia 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.
Darryl Lyons (CRD# 4119073) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 23 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.
Joseph Schuetze (CRD# 4519918) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 21 years of experience in the finance industry.
Laura Simpson (CRD# 5236307) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 14 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.
Roger Stukkie (CRD# 5630268) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 10 years of experience in the finance industry. Roger Stukkie 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.
Bryan Wing (CRD# 5170305) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has over 17 years of experience in the finance industry. Bryan Wing 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.
Ronald Zunker (CRD# 7006977) 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.
Jacob Campbell (CRD# 7529084) is an Investment Advisor Representative working at Pax Financial Group in San Antonio, TX and has 1 year of experience in the finance industry.