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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
Sharon Davison (CRD# 3090191) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 25 years of experience in the finance industry. Sharon Davison 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.
Patrick Dempsey (CRD# 2229999) is an Investment Advisor Representative working at Commonwealth Financial Network in San Antonio, TX and has over 31 years of experience in the finance industry. Patrick Dempsey 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.
Harmon Dickson (CRD# 1421671) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Antonio, TX and has over 38 years of experience in the finance industry.
Robert Donnelly (CRD# 1188229) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Antonio, TX and has over 40 years of experience in the finance industry.
Jeffrey Doss (CRD# 6786409) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Antonio, TX and has over 7 years of experience in the finance industry.
Amanda Dowdy-Gustafson (CRD# 4535402) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 21 years of experience in the finance industry.
Tess Downing (CRD# 6002505) is an Investment Advisor Representative working at Complete View Financial LLC in San Antonio, TX and has 1 year of experience in the finance industry. Tess Downing 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.
Melissa Dreyer (CRD# 5534572) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 12 years of experience in the finance industry.
Christopher Dunlap (CRD# 3126723) is an Investment Advisor Representative working at American Funds Distributors, Inc. in San Antonio, TX and has over 25 years of experience in the finance industry.
Allyn Edwards (CRD# 4183751) is an Investment Advisor Representative working at Lpl Financial LLC in San Antonio, TX and has over 23 years of experience in the finance industry.