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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
David Bridgforth (CRD# 804081) is an Investment Advisor Representative working at South Texas Advisors For Retirees, LLC in San Antonio, TX and has over 13 years of experience in the finance industry.
Joyce Briskin (CRD# 708049) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in San Antonio, TX and has over 44 years of experience in the finance industry.
Donald Britt (CRD# 3052273) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Antonio, TX and has over 25 years of experience in the finance industry.
Jorge Burgos (CRD# 6327832) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.
Albert Burns (CRD# 1671853) is an Investment Advisor Representative working at Lpl Financial LLC in Dallas, TX and has over 35 years of experience in the finance industry.
Eric Canupp (CRD# 6731064) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 6 years of experience in the finance industry.
Kelly Card (CRD# 1151677) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in San Antonio, TX and has over 34 years of experience in the finance industry.
Jorge Cazarez (CRD# 6197880) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.
John Chan (CRD# 6170101) is an Investment Advisor Representative working at Independence Wealth Group in San Antonio, TX and has 1 year of experience in the finance industry. John Chan 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.
David Chapman (CRD# 2469625) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 13 years of experience in the finance industry. David Chapman 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.