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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
Roger Ventura (CRD# 3276925) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.
David Villarreal (CRD# 5926052) 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.
Samuel Villarreal (CRD# 2541193) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 29 years of experience in the finance industry.
Manuel Von Schulenburg (CRD# 1964988) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 34 years of experience in the finance industry.
Reagan Wagner (CRD# 4339734) 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.
Jonathan Waite (CRD# 4220139) 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.
Daniel Walker (CRD# 3247591) 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 Walker 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.
Kirk Walker (CRD# 5493727) is an Investment Advisor Representative working at Strategic Financial Concepts, LLC in San Antonio, TX and has over 10 years of experience in the finance industry.
Margaret Walker (CRD# 4343521) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 24 years of experience in the finance industry.
Heather Walsh (CRD# 2167129) 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.