Financial advisors in College Station, TX

123 advisors · page 3 of 5

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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Isaac Auvermann
Financial advisor at Tdc Capital Advisors, Inc.
Tdc Capital Advisors, Inc. · $177.6M AUM
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Jacquelyn Willett
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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James Larkin
Financial advisor at Tdc Capital Advisors, Inc.
Tdc Capital Advisors, Inc. · $177.6M AUM
Verified
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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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Joseph Campbell
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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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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Kyle Cox
Financial advisor at Tdc Capital Advisors, Inc.
Tdc Capital Advisors, Inc. · $177.6M AUM
Verified
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Laura Dillon
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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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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Lynde Jackson
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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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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Mark Symm
Financial advisor at Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc.
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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