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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
Beatriz Doak (CRD# 4639017) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in San Antonio, TX and has over 21 years of experience in the finance industry.
Brad Dobson (CRD# 5735900) is an Investment Advisor Representative working at Best Invest in San Antonio, TX and has over 14 years of experience in the finance industry. Brad Dobson 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.
Billy Dodson (CRD# 1993592) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in New Braunfels, TX and has over 13 years of experience in the finance industry.
Sarah Doerr (CRD# 1384868) is an Investment Advisor Representative working at Prime Capital Investment Advisors, LLC in San Antonio, TX and has 1 year of experience in the finance industry.
David Doherty (CRD# 2059881) is an Investment Advisor Representative working at Commonwealth Financial Network in San Antonio, TX and has over 34 years of experience in the finance industry.
Doris Dollar-Kuretich (CRD# 2789772) is an Investment Advisor Representative working at Lpl Financial LLC in New Braunfels, TX and has over 27 years of experience in the finance industry.
Antun Domit (CRD# 6327183) is an Investment Advisor Representative working at Alterna Wealth Management, Inc. in San Antonio, TX and has over 9 years of experience in the finance industry.
Matthew Donaghue (CRD# 4162725) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in San Antonio, TX and has over 18 years of experience in the finance industry. Matthew Donaghue 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.
Robert Donnelly (CRD# 1188229) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in San Antonio, TX and has over 40 years of experience in the finance industry.
Jeffrey Doss (CRD# 6786409) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in San Antonio, TX and has over 7 years of experience in the finance industry.