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Qualifications of Financial Advisor in San Antonio

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Financial Advisors in San Antonio, Texas
Financial Advisor Office Location Phone Number
Spencer Crow,
Financial Engines Advisors, LLC
555 E. Basse Road Suite 206,
San Antonio, TX  78209
(210) 826-9400
Scott Cash Thompson, CFP®,
Clipper Wealth Management, LLC
16170 Jones Maltsberger Rd. #102,
San Antonio, TX  78247
(210) 491-2319
Phil Weinstein,
Financial Engines Advisors, LLC
2500 West William Cannon Drive,
Austin, TX  78745
(512) 329-6620

Information on Qualified Financial Advisors in San Antonio

Qualifications CRD# 5819393
FirmCRD# 104510
Series 7, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 555 E. Basse Road Suite 206,
San Antonio,
TX 
78209
Phone Number (210) 8269400

Spencer Crow has been selected as a Smartvestor Pro because of his commitment to helping individuals achieve their long-term investing goals. Joined Financial Engines in 2011. Began his career in the financial services industry in 2010. Successfully completed the Series 7 and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning CounselorSM (CRPC®) certification(s) and the Accredited Asset Management SpecialistSM (AAMS®) and Accredited Wealth Management AdvisorSM (AWMA®) designation(s). Bachelor's degree in Mass Communication from Texas State University - San Marcos and a Masters of Science Degree in Personal Financial Planning. Married to Lauryn. They have two children: Peyton and Paisley. Spencer enjoys fishing, hunting, skiing, and scuba diving.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 4414290
FirmCRD# 6413
Series 7, 63, 65, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions, Flat Fee


Office Location 16170 Jones Maltsberger Rd. #102,
San Antonio,
TX 
78247
Phone Number (210) 4912319

About Clipper Wealth Management, LLC

Scott Cash Thompson, CFP is the owner of Clipper Wealth Management, LLC. In addition to earning a Bachelor's degree from the University of Texas -- San Antonio, Scott holds one of the financial services top credentials, CERTIFIED FINANICAL PLANNER, which greatly improves his ability to serve his client's financial needs. CFP practitioners have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP certification process that includes testing, ethical standards and continuing education. Scott works extensively in assisting high net worth individuals, such as corporate executives, professionals, and retirees, manage their wealth while properly allocating their portfolios. He has created a business model that focuses around the cornerstones of a client's financial needs: estate attorney, CPA, and financial planner. These three separate professionals plot the course based on a clients goals and needs. Scott is an avid fly-fisherman and licensed FAA pilot. He and his wife Marti have three children (Ashly, Kylee, and Colton). Colt was born at 22 weeks gestation (weighed 1lb 2oz) and has the distinction of being one of the youngest babies to survive at such a premature date in the country, he is now 11 years old and doing very well. Scott's outside activities also include being a member at Forest Hills Presbyterian Church in Helotes, coaching baseball, playing golf, an avid reader and snow-skiing.



Qualifications CRD# 1572806
FirmCRD# 104510
Series 6, 7, 63, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 2500 West William Cannon Drive,
Suite 804,
Austin,
TX 
78745
Phone Number (512) 3296620

Joined Financial Engines in 2009. Began his career in the financial services industry in 1986. Successfully completed the Series 6, 7, 8, 63, and 66 examination(s) administered by FINRA. Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s). Bachelor's degree in Political Science from the University of MissouriColumbia. Married with two children. Phil enjoys golfing and traveling.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around San Antonio, Texas
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Na San Antonio, TX