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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
Howard Lutz (CRD# 2762509) is an Investment Advisor Representative working at Corient in San Antonio, TX and has over 21 years of experience in the finance industry.
William Lutz (CRD# 4238322) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 23 years of experience in the finance industry.
Patrick Lynch (CRD# 1632895) is an Investment Advisor Representative working at Arkadios Wealth Advisors in San Antonio, TX and has over 37 years of experience in the finance industry.
Teresa Magaw (CRD# 2171189) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in San Antonio, TX and has over 32 years of experience in the finance industry.
Dennis Mainard (CRD# 1344443) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Antonio, TX and has over 28 years of experience in the finance industry. Dennis Mainard 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.
Steve Markey (CRD# 2591317) is an Investment Advisor Representative working at Arkadios Wealth Advisors in San Antonio, TX and has over 29 years of experience in the finance industry.
Grace Marshall (CRD# 6765896) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 7 years of experience in the finance industry.
Celia Martel (CRD# 2865498) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 23 years of experience in the finance industry. Celia Martel 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.
Kyle Martin (CRD# 3196021) is an Investment Advisor Representative working at Kapela in San Antonio, TX and has over 15 years of experience in the finance industry. Kyle Martin 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.
Paul Martin (CRD# 1329697) is an Investment Advisor Representative working at Martin Capital Advisors, LLP in San Antonio, TX and has 1 year of experience in the finance industry.