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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
Dana McGinnis (CRD# 829095) is an Investment Advisor Representative working at Mission Advisors, LP in Terrell Hills, TX and has over 45 years of experience in the finance industry.
Scott McMillian (CRD# 2593578) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 29 years of experience in the finance industry. Scott McMillian 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.
Michael Medlin (CRD# 2945204) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 24 years of experience in the finance industry.
Daniel Meisenheimer (CRD# 4483797) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 21 years of experience in the finance industry.
Juan Menchaca (CRD# 4601992) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 19 years of experience in the finance industry.
Mark Menendez (CRD# 4578472) is an Investment Advisor Representative working at Pnc Investments in San Antonio, TX and has over 21 years of experience in the finance industry.
Frederick Middleton (CRD# 333839) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 36 years of experience in the finance industry.
Andrea Miller (CRD# 2405520) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 16 years of experience in the finance industry.
Jessica Miller (CRD# 2974174) is an Investment Advisor Representative working at Morgan Stanley in San Antonio, TX and has over 19 years of experience in the finance industry.
Abelardo Miranda (CRD# 2227002) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 32 years of experience in the finance industry.