Financial advisors in College Station, TX

95 match · page 2 of 4

Benjamin Schroeder
Financial advisor at Ofg Financial Services, Inc.
Ofg Financial Services, Inc. · $271M AUM
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Benton Lacy
Financial advisor at Kingsview Wealth Management, LLC
Kingsview Wealth Management, LLC · $8.96B AUM
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Brandi Cooper
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
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Brian Cobb
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Brian McCoy
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Brooke Schernik
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Carissa Steffler
Financial advisor at Paragon Financial Advisors
Paragon Financial Advisors · $1.05B AUM
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Christopher Dickenson
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Christopher Martin
Financial advisor at Martin Capital Advisors, LLP
Martin Capital Advisors, LLP · $181.9M AUM
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Craig Colson
Financial advisor at Ofg Financial Services, Inc.
Ofg Financial Services, Inc. · $271M AUM
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David Decker
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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David Smith
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Derrick Formby
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
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Douglas Pittman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Elizabeth Cobb
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Emily Duncan
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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George Georgiades
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
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Gregory Talcott
Financial advisor at Schwab Wealth Advisory, Inc.
Schwab Wealth Advisory, Inc.
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Greta Messarra Woodward
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Heath Johnson
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
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Jacquelyn Willett
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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James Turnbo
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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James West
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Jarrod Hix
Financial advisor at Waterloo Capital
Waterloo Capital · $2.26B AUM
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Jeffrey Paine
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
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Jennifer Juergens
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
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Jeremy Doyle
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Joaquin Cervantes
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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John Galloway
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
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John Phinney
Financial advisor at Ofg Financial Services, Inc.
Ofg Financial Services, Inc. · $271M 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 College Station, 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 College Station, TX.

How this list works

Before you hire an advisor in College Station, TX