Financial advisors in Allen, TX

143 match · page 3 of 5

Derek True
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
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Donald Vandenbord
Financial advisor at Revere Asset
Revere Asset · $407.9M AUM
Verified
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Dustin Allen
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Eddy Villaseca
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Eduardo Benavides
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
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Ellen Seitzler
Financial advisor at Assetbuilder, Inc.
Assetbuilder, Inc. · $812.7M AUM
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Ephimia Coumanakos
Financial advisor at Steadtrust
Steadtrust · $618.1M AUM
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Eric Bush
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
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Ethan Seigler
Financial advisor at Act Wealth Management, LLC
Act Wealth Management, LLC · $568.8M AUM
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Eugene Weinstein
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Fernando Feliciano
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Frederick Mowery
Financial advisor at Compass Financial Management LLC
Compass Financial Management LLC · $893.8M AUM
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Gregory Liesen
Financial advisor at Geneva Financial Group LLC
Geneva Financial Group LLC · $7M AUM
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Gwendolyn Fischer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Hallie Fischer
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Hannah Vickery
Financial advisor at Assetbuilder, Inc.
Assetbuilder, Inc. · $812.7M AUM
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Ivan Wong
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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J Morales
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Jamaul Pride
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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James Keller
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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James Lehman
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Janai Deitt
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Jason Bardin
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
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Jason Jupiterwala
Financial advisor at Alongside, LLC
Alongside, LLC · $878.6M AUM
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Jay Khatter
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
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Jesse Jones
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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John Emmett
Financial advisor at Geneva Financial Group LLC
Geneva Financial Group LLC · $7M AUM
Verified
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John Hanson
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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John Pittman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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John Stephens
Financial advisor at Royal Fund Management, LLC
Royal Fund Management, LLC · $1.56B AUM
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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 Allen, 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 Allen, TX.

How this list works

Before you hire an advisor in Allen, TX