Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Financial Planners in Texas

Financial Planners in Corpus Christi, TX

Find a professional & check records

Here is a complete list of nearly every experienced Financial Planners in your town.

Be sure to look at other states near you to locate the histories of more service providers.

The Trustoria Service Professional Directory gives people all the information needed to find the most qualified service provider for every need.

8 results found

Sandy Tyler Corpus Christi, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative • Accounts Payable Specialist • Business Administrator • Hospital Care Professional • Health Professional • Health Practitioner • Entertainment Professional • Entertainer • Operations Manager

Experience & Education

Position:
Master General Agent at UnitedHealth Group, Master General Agent at Copeland Group, Financial...
Title:
Master General Agent at Copeland Group
Location:
Corpus Christi, Texas Area
Industry:
Insurance
Work history:
UnitedHealth Group - Corpus Christi, Texas AreaMaster General Agentsince 2005Copeland Group - Corpus Christi, Texas AreaMaster General Agentsince 2006
Certifications:
LIFE AND HEALTH INSURANCE LICENSE, TEXAS DEPARTMENT OF INSURANCE
Full Profile

Mark Militello Corpus Christi, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Militello Wealth Management, LLC
Title:
Owner, Militello Wealth Management, LLC
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Militello Wealth Management, LLC - 719 S. Shoreline, Suite 102, Corpus Christi, TX 78401Financial Plannersince Jun 1998
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

Josie Garza Corpus Christi, TX

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Agent • Sales Representative

Experience & Education

Position:
Agent at American Classic Agency
Title:
Financial Planner/Mortgage Protection
Location:
Corpus Christi, Texas Area
Industry:
Insurance
Work history:
American Classic Agency Agent
Full Profile

Daisy Garza Corpus Christi, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Wealth Management Group Of South Texas
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Wealth Management Group Of South Texas Financial Planner
Full Profile

Daisy Garza Corpus Christi, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at Wealth Management Group Of South Texas
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
Wealth Management Group Of South Texas Financial Planner
Full Profile

Mike Bowden Corpus Christi, TX

Professions & Specialties

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

Experience & Education

Position:
Financial Planner at ING Financial Advisers, LLC
Location:
Corpus Christi, Texas Area
Industry:
Financial Services
Work history:
ING Financial Advisers, LLC Financial Planner
Full Profile

Colt Harmon San Antonio, TX

Professions & Specialties

Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Visionary Entrepreneur • Investor • Construction • Chief Executive Officer • Chairperson • Director • Owner • Corporate Executive • Chief Executive • Operations Manager • Enterpreneur • Project Development Specialist • Advisor • Team Member • Skilled Professional • Lawyers • Government Service Executive • Government Administration Officer • Civil Servant • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CEO/President at Legacy Holdings, Director of Investor Relations & Public Relations at Volpe...
Title:
Visionary Entrepreneur
Location:
San Antonio, Texas Area
Industry:
Management Consulting
Work history:
Legacy Holdings CEO/Presidentsince May 1999Volpe Distilleries Director of Investor Relations & Public Relationssince Jun 2009
Skills:
Strategic Consulting, Financial Advisory, New Business Development, Relationship Marketing,...
Certifications:
Series 6 Variable Contracts, Mutual Funds, and Annuities, NASD
Series 63 State Blue Sky Laws, NASD
Regisered Rep/ Financial Planner at John Hancock Financial servic..
Full Profile

Financial Planners near Corpus Christi, TX01VictoriaRockport


Financial Planners around Corpus Christi, TX

Rockport  (1)
Victoria  (1)

Financial Planners in Texas

Sub-specializations

Financial Planner  (8)