Alisse Dulaney (CRD# 2981654) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 26 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank, Ssb | San Antonio, TX | Aug 2021 - Current | 2 |
Charles Schwab & Company, Inc. | San Antonio, TX | Apr 2021 - Current | 2 |
Unemployed | San Antonio, TX | Jan 2021 - Mar 2021 | < 1 |
T. Rowe Price Investment Services, Inc. | Owings Mills, MD | Sep 2020 - Dec 2020 | < 1 |
Unemployed | Colorado Springs, CO | Jun 2020 - Sep 2020 | < 1 |
Usaa Financial Advisors Inc. | Colorado Springs, CO | Jul 2019 - Jun 2020 | < 1 |
Usaa Investment Services Company | Colorado Springs, CO | Jul 2019 - May 2020 | < 1 |
Peyton Resource Group | San Antonio, TX | Jul 2019 - May 2020 | < 1 |
Unemployed | Colorado Springs, CO | Oct 2018 - Jul 2019 | < 1 |
Usaa Investment Management Company | Colorado Springs, CO | Jan 2018 - Oct 2018 | < 1 |
Usaa Financial Planning Services | Colorado Springs, CO | Apr 2010 - Oct 2018 | 8 |
Usaa Financial Advisors, Inc. | Colorado Springs, CO | Sep 2007 - Oct 2018 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1998 |
S65 | NASAA Investment Advisors Law Examination | Aug 2001 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.