Financial advisors in Addison, TX

123 match · page 1 of 5

Andrew Gardner
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cesar Romero
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Abbott
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Daniel Sciantarelli
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Carl
Financial advisor at Geneos Wealth Management, Inc.
Geneos Wealth Management, Inc. · $9.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Sims
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Frances Gardner
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Grantham Akerly
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Haley Nguyen
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Hillary Kent
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Gower
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Sandene
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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John Noey
Financial advisor at Principal Securities, Inc.
Principal Securities, Inc. · $17.02B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jonathan Lakin
Financial advisor at Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC · $122.19B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Gedlen
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kolleen Freudiger
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Deatherage
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marvin Farrar
Financial advisor at Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC · $9.01B AUM
CFP®VerifiedFinancial planning
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Mary Redmond
Financial advisor at Money Concepts Advisory Service
Money Concepts Advisory Service · $4.07B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mason Schoen
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Matthew Macek
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Michel
Financial advisor at Provident Financial Planning, LLC
Provident Financial Planning, LLC · $174.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Ochel
Financial advisor at Allworth Financial, L.p.
Allworth Financial, L.p. · $33.55B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Ahearn
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Thomas Hatfield
Financial advisor at Family Freedom Wealth Management, LLC
Family Freedom Wealth Management, LLC · $2K AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tyler Brownlee
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Zackary Smutzer
Financial advisor at Sage Wealth Planning
Sage Wealth Planning · $127M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Alexander Wilson
Financial advisor at Provident Financial Planning, LLC
Provident Financial Planning, LLC · $174.2M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Crawford
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Richardson
Financial advisor at Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLC · $14.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Addison, TX

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Addison, TX.

How this list works

Before you hire an advisor in Addison, TX