Tess L. Downing

COMPLETE VIEW FINANCIAL LLC

San Antonio, TX

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CRD#: 6002505

Professional summary

Tess Lanae Downing, CFP®, who also goes by Tess Lanae Baker, is a registered financial advisor currently at COMPLETE VIEW FINANCIAL LLC located in San Antonio, Texas.

Tess is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Tess has worked at 2 firms .

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Investment Planning

Retirement Planning

Education Planning

Budgeting

Do you have an area of expertise or specialization?

AUM

Baby Boomers

Charitable Giving

College/Education Planning

Corporate Executives

Estate & Generational Planning...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Tess Lanae Baker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tess Lanae Downing's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2011

Experience

Current

August 26, 2019 - Present

COMPLETE VIEW FINANCIAL LLC

RIA

CRD#: 305247

San Antonio, TX

Past

November 21, 2011 - October 3, 2018

FJY FINANCIAL

RIA

CRD#: 139347

RESTON, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(8/26/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

COMPLETE VIEW FINANCIAL LLC

CRD#: 305247 / SEC#:

Texas

Registered Investment Advisory firm - (8/26/2019 Approved)

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Contact information

Main Address

San Antonio, TX

Mailing Address

1150 North Loop 1604 Suite 108-235, San Antonio, TX 78248

Phone number

(210) 201-6216

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	175
AUM (Assets Under Management)	$ 45,745,316

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Tess L. Downing

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tess Lanae Downing's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMPLETE VIEW FINANCIAL LLC

FJY FINANCIAL

State Registrations and Notice Filings

Exams

Current Firm

COMPLETE VIEW FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COMPLETE VIEW FINANCIAL LLC

TRUST BUT VERIFY

Contact information

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