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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
Justin Davis (CRD# 2710377) is an Investment Advisor Representative working at Frost Investment Services in San Antonio, TX and has over 28 years of experience in the finance industry.
Sharon Davison (CRD# 3090191) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Antonio, TX and has over 25 years of experience in the finance industry. Sharon Davison 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.
Maria Elena De Anda (CRD# 5454898) 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.
Amaury De Barros Conti (CRD# 2817975) is an Investment Advisor Representative working at Sendero Wealth Management, LLC in San Antonio, TX and has over 27 years of experience in the finance industry.
Nancy De Leon (CRD# 2685958) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 28 years of experience in the finance industry.
John De Marigny (CRD# 1760046) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 36 years of experience in the finance industry.
James Norman Deitrich (CRD# 1534355) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 37 years of experience in the finance industry.
Patrick Dempsey (CRD# 2229999) is an Investment Advisor Representative working at Commonwealth Financial Network in San Antonio, TX and has over 32 years of experience in the finance industry. Patrick Dempsey 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.
Tory Devore (CRD# 4602515) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in San Antonio, TX and has over 21 years of experience in the finance industry.
Adrian Devoto (CRD# 5434454) is an Investment Advisor Representative working at Corient in San Antonio, TX and has over 16 years of experience in the finance industry.