Financial advisors in Bellaire, TX

41 match · page 1 of 2

Andrea Freedman
Financial advisor at Westpark Wealth Advisors, Inc.
Westpark Wealth Advisors, Inc. · $254.3M AUM
CFP®VerifiedFinancial planning
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Christopher Maurer
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Jacob Leon
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Jeffrey Gulitus
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Mahesh Desai
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
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Malcolm Pfenninger
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Marc Schindler
Financial advisor at Pivot Point Advisors, LLC
Pivot Point Advisors, LLC · $141.7M AUM
CFP®VerifiedFinancial planning
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Michael Levy
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
CFP®VerifiedFinancial planning
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Robert Rexford
Financial advisor at Rexford Capital
Rexford Capital · $150.9M AUM
CFP®VerifiedFinancial planning
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Ryan Firth
Financial advisor at Integrity Financial Planning, LLC
Integrity Financial Planning, LLC · $4M AUM
CFP®VerifiedFinancial planning
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Shawn Nicol
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Adam Heghinian
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Alexander Fowler
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Charissa Skinner
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Charlotte Campbell
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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Christopher Hensley
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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David Butler
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Deborah Sopher
Financial advisor at Trek Financial
Trek Financial · $2.82B AUM
VerifiedFinancial planning
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Donna Uliva
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Fred Easter
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Gary Sagarnaga
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
VerifiedFinancial planning
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Jeffrey Applebaum
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Justin Dzik
Financial advisor at Shearson Financial Services, LLC
Shearson Financial Services, LLC
VerifiedFinancial planning
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Kevin Spires
Financial advisor at Bellaire Capital Management, LLC
Bellaire Capital Management, LLC · $16.2M AUM
VerifiedFinancial planning
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Maren Boudra
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Marisa Ponti
Financial advisor at Avidian Wealth Solutions
Avidian Wealth Solutions · $4.76B AUM
VerifiedFinancial planning
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Martin Gremm
Financial advisor at Pivot Point Advisors, LLC
Pivot Point Advisors, LLC · $141.7M AUM
VerifiedFinancial planning
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Michael Kuznicki
Financial advisor at Avidian Wealth Solutions
Avidian Wealth Solutions · $4.76B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael McHugh
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Mukesh Patel
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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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 Bellaire, 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 Bellaire, TX.

How this list works

Before you hire an advisor in Bellaire, TX