Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Consultants in Texas

Financial Consultants in Corpus Christi, TX

Find a professional & check records

Here is a complete list of nearly every local Financial Consultants nearby.

Be sure to visit other neighborhoods near Corpus Christi, TX to find the records of more service providers.

The Trustoria Professional Directory provides everyone with all the professional records needed to find the right professional for any need.

104 results found

Brian Devaney Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Volunteer • Construction • Fundraiser • Fundraising Officer • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Contract Attorney • Document Reviewer • Lawyers

Experience & Education

Position:
Financial Advisor at Bergstrom Benkendorfer, President, Volunteer Position at Miracle League of...
Title:
Financial Advisor, Bergstrom Benkendorfer
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Bergstrom Benkendorfer - 101 N Shoreline, Ste 560 Corpus Christi, TX 78401Financial Advisorsince Jan 2012Miracle League of Corpus Christi - Corpus Christi, Texas AreaPresident, Volunteer Positionsince Jun 2006
Skills:
Strategic Financial Planning, College Savings Plans, Wealth Management, Retirement Planning,...
Full Profile

Doug Perry Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Customer Relations • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Bankers Life and Casualty
Location:
Corpus Christi, Texas Area
Industry:
Insurance
Work history:
Bankers Life and Casualty Financial AdvisorEdward Jones Registered Investment AdvisorNov 2009 - Jul 2010
Full Profile

Sylvette Silver Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Bachelor of Business Administration • Recruitment • Employee Relations Specialist • Labor Relations Specialist • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support

Experience & Education

Work

Company:
Yauco municipality - Yauco, PR
Financial advisor
Company:
Altegra health - Puerto Rico
Medical representative

Skills

Human Resources, Accounting cycles, Medical Billing, Auditing and review of the medical records and ...
Full Profile

Larry Olivarez Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Ameriprise Financial; Financial Advisor at Ameriprise Financial
Location:
Corpus Christi, Texas Area
Industry:
Investment Management
Full Profile

Kelly Mcneese Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
FINANCIAL ADVISOR at EDWARD JONES INVESTMENTS
Location:
Corpus Christi, Texas Area
Industry:
Investment Management
Work history:
EDWARD JONES INVESTMENTS FINANCIAL ADVISOR
Full Profile

John Holloway Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Independent Contractor • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Advisor at Laguna Wealth Services, Financial Advisor at Raymond James...
Title:
Vice President, Financial Advisor - Laguna Wealth Services
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Laguna Wealth Services Vice President, Financial Advisorsince Feb 2013Raymond James Financial Inc. Financial Advisorsince Feb 2013
Full Profile

Bert Raglin Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Bwr accounting, financial & tax service
Financial advisor

Skills

License: Series 6, 63, 7. Texas Life Insurance, EA Enrolled Agent
Full Profile

Brinan Leeton Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince Oct 2004Charles Schwab & Co Investment ConsultantJul 1998 - Aug 2004
Skills:
Accredited Asset Management Specialist (AAMS) from The College of Financial Planning
Full Profile

Mark Kemp Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Owner • Chief Executive

Experience & Education

Position:
Financial Advisor and Registered Representative at McNally Financial Services Corporation, Owner at ...
Title:
Financial Advisor and Registered Representative at McNally Financial Services Corporation
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
McNally Financial Services Corporation Financial Advisor and Registered Representativesince Mar 2010Kemp Financial Services Ownersince Nov 1998
Full Profile

Richard Carrell Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Administrator • Higher Education Professional • School Administrator • Educational Manager • Chief Executive • Operations Manager • Sales Representative

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
BA in Finance
Location:
Corpus Christi, Texas
Industry:
Financial Services
Work history:
Merrill Lynch - Corpus Christi, Texas AreaFinancial Advisorsince Mar 2012
Certifications:
Series 7
Series 66
Full Profile

Tala Meyer Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Edward Jones Financial AdvisorEdward Jones Financial AdvisorAug 2007 - Jul 2009
Full Profile

Gary Underbrink Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Independent Business Owners • Chief Executive • Independent Contractor • Contractor • School Administrator • Educational Manager

Experience & Education

Title:
Investment Professional
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors Financial AdvisorApr 2006 - Sep 2009Brooke Insurance Agency, Inc - Corpus Christi, Texas AreaCommercial Lines Manager / Commercial SalesApr 2001 - Apr 2005
Full Profile

Alan Krockover Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator • Marketing Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 2000The Associates Branch Manager1992 - 2000
Full Profile

Josh Hussong Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President - Financial Consultant at Charles Schwab
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Charles Schwab - Corps ChristiVice President - Financial Consultantsince Jul 2013
Full Profile

Charles Muchmore Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Independent Business Owners • Account Manager • Corporate Executive • Chief Executive • Senior Manager • Operations Manager

Experience & Education

Position:
Self-employed Financial Consultant at Financial, Accounting and Controls Consultnig, Financial,...
Title:
Self-employed Financial Consultant at Financial, Accounting and Controls Consultnig
Location:
Corpus Christi, Texas Area
Industry:
Accounting
Work history:
Financial, Accounting and Controls Consultnig - Greater Salt Lake City AreaSelf-employed Financial Consultantsince Feb 2013Self-employed Financial Consultant - Corpus Christi, Texas AreaFinancial, Accounting and Controls Consultnigsince Jul 2012
Full Profile

Charlotte Smitherman Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Insurance agent • Optician • Licensed Dispensing Optician • Retail Professional • Agent • Retail Salesperson • Sales Representative

Experience & Education

Position:
Agent/ Financial Advisor at New York Life Insurance Company
Title:
INSURANCE AGENT/ OPTICIAN/RETAIL SALES MANAGEMENT
Location:
Corpus Christi, Texas Area
Industry:
Insurance
Work history:
New York Life Insurance Company Agent/ Financial Advisor
Full Profile

Cecilia Hanna Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Edward Jones - Portland, TexasFinancial Advisorsince May 2006
Full Profile

Cari Lingle Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Analyst • Analysts • Psychology Specialist • Loan Accountant • Operations Manager

Experience & Education

Position:
Personal Financial Counselor, Military Family Life Counseling at Zeiders Enterprises, Inc.
Location:
Corpus Christi, Texas
Industry:
Financial Services
Work history:
Zeiders Enterprises, Inc. Personal Financial Counselor, Military Family Life CounselingCapital Group Global Securities AnalystOct 2011 - Apr 2012
Full Profile

Val Chandonia Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Full Profile

Leslie Hess Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Board Member • Chairperson • Financial Officer • Financial Manager • Management Team Executive • Operations Manager • Chief Executive • Advisor • Founder • Founding Member • Accounting Bookkeeper • Bookkeeper • IT Specialist • Software Developers

Experience & Education

Position:
Strategic Advisor / Financial Consultant - formerly CFO at Namaste Hospice, Board Member,...
Title:
Experienced CFO
Location:
Corpus Christi, Texas Area
Industry:
Accounting
Work history:
Namaste Hospice - Denver COStrategic Advisor / Financial Consultant - formerly CFOsince Jun 2010Education Foundation, Inc, Colorado National Guard Board Member, Scholarship Chairsince 2004
Skills:
Leadership, Accounting, Mentoring
Full Profile

John Stearns Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Managers

Experience & Education

Position:
Financial Advisor at Stearns Wealth Management
Title:
Vice President- Financial Advisor at Morgan Keegan
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Stearns Wealth Management - Corpus Christi, Texas AreaFinancial Advisorsince Jan 2010Morgan Keegan Vice President- Financial AdvisorSep 2007 - Jan 2010
Full Profile

Warren Albrecht Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones Investments, Financial Advisor, AAMS at Edward Jones
Title:
Financial Advisor at Edward Jones Investments
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince Sep 1991Edward Jones - 13330 Leopard Suite 8 Corpus Christi, Texas 78410Financial Advisor, AAMSsince 1991
Skills:
Series 66, Retirement Planning, Saving for Education, College Savings Plans, IRA's, Uniform...
Full Profile

Matt Apple Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Marketing Manager • Branch Manager • Field Marketing Specialist • Marketing Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Laguna Wealth Serives, Financial Advisor at Raymond James Financial Inc., Branch...
Title:
Financial Advisor at Raymond James Financial Inc.
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Laguna Wealth Serives Presidentsince Feb 2013Raymond James Financial Inc. Financial Advisorsince Feb 2013
Full Profile

Stephen Medina Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President/International Financial Advisor at Merrill Lynch
Location:
Corpus Christi, Texas
Industry:
Financial Services
Work history:
Merrill Lynch - Corpus Christi, TexasFirst Vice President/International Financial Advisorsince May 1994
Skills:
Options, Equities, Fixed Income, Portfolio Management, Series 7, Wealth Management, Asset...
Full Profile

Jeff Browning Corpus Christi, TX

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Title:
Financial Advisor at Wells Fargo Advisors
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince May 2008Washington Mutual Financial AnalystMar 2001 - Apr 2008
Full Profile

Brent Holt Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at American Investment Services - A division of Herndon Plant Oakley Ltd.
Title:
Financial Advisor - Herndon Plant Oakley Ltd.
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
American Investment Services - A division of Herndon Plant Oakley Ltd. - Corpus Christi, Texas AreaFinancial Advisorsince 2007
Skills:
Business Strategy, New Business Development, Contract Negotiation, Strategic Financial Planning,...
Full Profile

Philip Volpe Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Morgan Stanley Financial Advisorsince Sep 1995General Electric SalesJun 1990 - Aug 1995
Full Profile

Jim Mailhes Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at ING Financial Partners at Corpus Chrisiti Financial Group
Title:
Financial Advisor ING Financial Partners
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Corpus Chrisiti Financial Group - Corpus Christi, TexasFinancial Advisor at ING Financial Partnerssince Oct 1995
Full Profile

Scott Rhodes Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Planner • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at a Large National Wirehouse
Title:
Financial Advisor/Planner at a Large National Wirehouse
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
A Large National Wirehouse Vice Presidentsince Oct 2000CH2M HILL Environmental ScientistSep 1998 - Sep 2000
Full Profile

Richard Escobedo Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Computer Specialist

Experience & Education

Position:
Employee at Merrill Lynch
Title:
Currently Looking
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Merrill Lynch Employeesince Oct 2009USAA - San Antonio, Texas AreaFinancial AdvisorNov 2010 - Mar 2013
Full Profile

Scot Barker Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisorsince Jan 2006
Full Profile

Dawn Atwell Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Office Administrator • Chief Executive • Operations Manager • Secretary • Office Assistant • Assistant to the President • Office Clerk • Clerical Specialist • Administrative Associate • Administrative Clerk

Experience & Education

Work

Company:
Edward jones financial investments co
Admin assistant to financial advisor / office administration
Company:
Sunrise builders inc - Olathe, KS
Executive assistant to president / office administrator

Skills

Ofc Administration / Executive Support, Accounting, Customer service skills.
Full Profile

Bert Garza Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at Wealth Management Group of South Texas, Financial Planner at WMGST
Title:
Financial Consultant at Wealth Management Group of South Texas
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Wealth Management Group of South Texas Financial Consultantsince Mar 2008WMGST - Corpus Christi, TXFinancial Plannersince Aug 1995
Skills:
Retirement Planning, Financial Planning, Insurance, Retirement
Full Profile

Clarissa Beltran Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisor
Full Profile

Ken Graves Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at First Command Financial Planning, Financial Advisor at First Command Financial ...
Title:
Financial Advisor at First Command Financial Planning
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
First Command Financial Planning Financial AdvisorFirst Command Financial Services, Inc Financial Advisorsince 2008
Full Profile

Ken Cox Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
1st Vice President Financial Advisor at Morgan Stanley
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Morgan Stanley 1st Vice President Financial Advisor
Full Profile

Donna Kelley Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Consultant at Durrill Properties
Location:
Corpus Christi, Texas Area
Industry:
Real Estate
Work history:
Durrill Properties Financial Consultantsince May 2001
Full Profile

Gregg Schnellbacher Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Ameriprise Financial Associate Financial Advisor
Full Profile

Rick Escobedo Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Advisor Trainee, Merrill Lynch
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Full Profile

Maria Vallejo Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Counselor at Driscoll Children's Hospital
Location:
Corpus Christi, Texas Area
Industry:
Hospital & Health Care
Work history:
Driscoll Children's Hospital Financial Counselor
Full Profile

R. Andrew Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Consultant at AXA Advisors
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
AXA Advisors Financial Consultant
Full Profile

Sarita Null Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor
Full Profile

Robert Gorman Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Banc of America Investments
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Banc of America Investments Financial Advisor
Full Profile

Teresa Ochoa Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Counselor at Driscoll Children's Hospital
Location:
Corpus Christi, Texas Area
Industry:
Hospital & Health Care
Work history:
Driscoll Children's Hospital Financial Counselor
Full Profile

Steven Perez Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager • Managers

Experience & Education

Work

Company:
Allstate financial services, llc
Financial advisor
Company:
Usaa investment management company - San Antonio, TX
Financial advisor
Full Profile

Huy Nguyen Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Title:
Financial Advisor at M
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Jan 2008
Full Profile

Tom Foster Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at First Command Financial Planning
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
First Command Financial Planning Financial Advisor
Full Profile

John Mccoy Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Branch Manager • Field Marketing Specialist • Marketing Administrator • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Marketing Manager

Experience & Education

Position:
Branch Manager/Financial Advisor at Stifel Nicolaus
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Stifel Nicolaus Branch Manager/Financial Advisorsince 2009
Full Profile

Jesse Gil Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Work

Company:
Allstate financial services, llc
Personal financial representative
Company:
Edward jones
Financial advisor
Full Profile

Lee Daniels-jones Corpus Christi, TX

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Edward Jones Investments
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Edward Jones Investments Financial Advisor
Full Profile


Financial Consultants near Corpus Christi, TX0612182430VictoriaAransas PassRockportPortlandKingsvilleBishopGregoryPettusOdemOrange Grove