Financial advisors in Carrollton, TX

101 advisors · page 3 of 4

Justin King
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Justin Williams
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karen Ferrell
Financial advisor at Verity Asset Management
Verity Asset Management · $1.15B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Katharine Hart
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Kimberly Ellis
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Larry Fousie II
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Leslie Brownlee
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lori Clem
Financial advisor at Bfc Planning, Inc.
Bfc Planning, Inc. · $3.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lucero Rodriguez Ponce
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Mark Pruitt
Financial advisor at Ae Wealth Management, LLC
Ae Wealth Management, LLC · $49.84B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mary Todd
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mathew O'brien
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Matthew Lawler
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Matthew Zokai
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Micaias Rodriguez
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Moon Lee-Barnes
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Mrunali Gopal
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Nathan Fisher
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Nathaniel Arands
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Nicholas Fincham
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
View page Check on SEC IAPD ↗
Nichole Canga
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Nikitas Koumoundouros
Financial advisor at Komons Financial LLC
Komons Financial LLC · $35.7M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Parker Lenamon
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Patrick Jolliffe
Financial advisor at Martino Capital, LLC
Martino Capital, LLC · $57.1M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Paul Henley
Financial advisor at Farris Capital Management Inc.
Farris Capital Management Inc. · $177.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Peter Calvo
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Raymond Pierott
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Robert Christiansen
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Robert Olson
Financial advisor at Fisher\Smb
Fisher\Smb · $6.85B AUM
Verified
View page Check on SEC IAPD ↗
Ryder Jensen
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T 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 Carrollton, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

Browse every state at Find an advisor.

Financial advisors in Carrollton, TX.

How this list works

Before you hire an advisor in Carrollton, TX