-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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 Stevens (CRD# 5165226) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in San Antonio, TX and has over 16 years of experience in the finance industry. David Stevens 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.
Alexander Stewart (CRD# 6310000) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 8 years of experience in the finance industry.
Leland Stone (CRD# 1487194) is an Investment Advisor Representative working at M. E. Allison & Company, Inc. in San Antonio, TX and has over 38 years of experience in the finance industry.
Anders Storvik (CRD# 6315096) is an Investment Advisor Representative working at Wela Financial Advisory in San Antonio, TX and has over 9 years of experience in the finance industry.
Adam Straseske (CRD# 3197102) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 25 years of experience in the finance industry.
Ryan Struski (CRD# 5962469) is an Investment Advisor Representative working at Frost Investment Advisors, LLC in San Antonio, TX and has over 10 years of experience in the finance industry.
Chad Tacia (CRD# 5144699) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Antonio, TX and has over 16 years of experience in the finance industry.
Lane Talbert (CRD# 4666539) is an Investment Advisor Representative working at Edward Jones in La Vernia, TX and has over 20 years of experience in the finance industry.
Richard Tarbell (CRD# 1560733) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 37 years of experience in the finance industry.
Luis Testas (CRD# 2944073) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 26 years of experience in the finance industry.