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Home > Investments > Contact > Cater

Joseph H. Cater

Senior Financial Consultant

Mr. Cater has been in the financial services industry since 1989 and holds a Bachelor of Business Administration degree from Texas A&M University. He is a registered securities representative and life insurance agent who works closely with credit union members to implement retirement planning, wealth management and cash management programs.

Mr. Cater believes in developing long term relationships with his clients while instilling a conservative approach to investing for the future, using diversification and asset allocation to help reach their financial goals.

Contact information:

Isom Service Center (view map)
10205 Oasis (Isom at 281)
San Antonio, Texas 78216
210-476-4774 (main)
210-476-4299 (direct)
210-476-4273 (fax)
Joseph.Cater@Primevest.com

Securities and Insurance provided by PrimeVest® Financial Services, Inc. PrimeVest® Financial Services is an independent, registered broker/dealer and registered investment advisor. Member SIPC/FINRA.

Securities and Insurance Products:
Not NCUSIF-Insured • Not Insured by any Federal
Government Agency Not Financial Institution Guarantee •
May Lose Value • Not a Deposit

Financial Consultants are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Advisory services may only be offered by Investment Adviser Representatives in connection with an appropriate PrimeVest Advisory Services Agreement and disclosure brochure as provided.

View PrimeVest privacy policy and other important information

 
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