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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
Lynda Paul (CRD# 2711775) is an Investment Advisor Representative working at Sound Money Management, Inc. in San Antonio, TX and has over 28 years of experience in the finance industry. Lynda Paul 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 Petter (CRD# 4341091) is an Investment Advisor Representative working at Westpark Wealth Advisors, Inc. in San Antonio, TX and has over 23 years of experience in the finance industry.
James Pettus (CRD# 1739120) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 27 years of experience in the finance industry.
Robert Pfeifer (CRD# 3124248) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 25 years of experience in the finance industry.
Nam Phan (CRD# 7085582) is an Investment Advisor Representative working at Phan Capital in San Antonio, TX and has over 5 years of experience in the finance industry.
Christopher Phillips (CRD# 6702219) is an Investment Advisor Representative working at Martin Capital Advisors, LLP in San Antonio, TX and has over 7 years of experience in the finance industry.
Robert Pollock (CRD# 4905406) 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.
Jason Porter (CRD# 5124734) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 17 years of experience in the finance industry.
Anthony Quintanilla (CRD# 5931368) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 12 years of experience in the finance industry.
Joe Quiroga (CRD# 4416388) is an Investment Advisor Representative working at State Farm Investment Management Corp. in San Antonio, TX and has over 23 years of experience in the finance industry.