CONNECT

Address:

2023 Gold Canyon Drive
San Antonio, TX 78232

Phone:

210.321.7235

Fax/Other:

866.355.0413

 

 

carlos loyaFinancial Advisor

Office: 210.483.6736 | Fax: 210.468.4096
carlos.loya@swbc.com
 

Carlos works with Firstmark members to help plan for and achieve their long-term goals by providing custom investment solutions aimed at preserving and growing their wealth. He leverages both his real-world experience and academic background to help members build comprehensive goal-based financial plans. 

A graduate of The University of Texas at San Antonio with a concentration in Finance, Carlos was recognized as a Distinguished Business Student representing the top 1.5% of the College of Business. 


 

 

Honor Randall, Client Associate


Office: 210.321.7235 | 800.527.0066 x 17235
honor.randall@swbc.com | Fax: 866.355.0413
 

Honor assists Firstmark members with their service needs including account changes, investment and  portfolio inquiries, account set up and maintenance and other support requests. She is passionate about working with clients and helping them better understand their investment accounts.

A graduate of Stephen F. Austin State University, Honor has been supporting financial advisors and their practices since she graduated in 2015.

 

 

Check the background of our investment professionals on FINRA's BrokerCheck.

 

 
 
 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck