Financial advisors in College Station, TX

95 match · page 3 of 4

Joseph McMahan
Financial advisor at Jmcmahan LLC
Jmcmahan LLC · $75K AUM
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Joshua Reinbolt
Financial advisor at Rfg Advisory, LLC
Rfg Advisory, LLC · $7.97B AUM
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Kathy Vondergoltz
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Kevin Dugan
Financial advisor at Smith & Wyatt
Smith & Wyatt · $207.5M AUM
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Kinch Meyer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Kristopher Hicks
Financial advisor at Paragon Financial Advisors
Paragon Financial Advisors · $1.05B AUM
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Laura Dillon
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Leigh Zachary
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
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Lorin Kieschnick
Financial advisor at Ofg Financial Services, Inc.
Ofg Financial Services, Inc. · $271M AUM
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Mark Bayliss
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
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Mark Cangelose
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Mark Green
Financial advisor at Rfg Advisory, LLC
Rfg Advisory, LLC · $7.97B AUM
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Matthew Chalmers
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Melissa Pittman
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Miles Ouren
Financial advisor at Truist Advisory Services, Inc.
Truist Advisory Services, Inc. · $77.39B AUM
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Monty Holcombe
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Nicholas Cangelose
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Nicholas Hiebert
Financial advisor at Foundry Financial LLC
Foundry Financial LLC · $232.6M AUM
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Noura Quntar
Financial advisor at Smith & Wyatt
Smith & Wyatt · $207.5M AUM
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Paul Bullard
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Randall Mangum
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Robert Latourette
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Ronald Gay
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Ryan Briggs
Financial advisor at Paragon Financial Advisors
Paragon Financial Advisors · $1.05B AUM
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Samantha Hilliard
Financial advisor at First Command Advisory Services
First Command Advisory Services · $24.43B AUM
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Saori Inclan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Steven Colson
Financial advisor at Ofg Financial Services, Inc.
Ofg Financial Services, Inc. · $271M AUM
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Susana Bee
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Thomas Kucera
Financial advisor at Voya Financial Advisors, Inc.
Voya Financial Advisors, Inc. · $3.87B AUM
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Traci Truett
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B 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