Financial advisors in Conroe, TX

108 advisors · page 2 of 4

Christy Hayes
Financial advisor at Artesa Financial Group
Artesa Financial Group · $126.6M AUM
Verified
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Conner Halstead
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Daniel Helmer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Diana Lonbeck
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Donald Kainer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Dudley Lehmer
Financial advisor at Pinkerton Wealth Partners
Pinkerton Wealth Partners · $1.44B AUM
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Duran Dismore
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Dustin Morales
Financial advisor at Alight Financial Advisors, LLC
Alight Financial Advisors, LLC · $35.05B AUM
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Dustin Perry
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
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Edward Hill
Financial advisor at Forthright Capital
Forthright Capital · $107.7M AUM
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Edwin Nieto
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Elizabeth Eiroa
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
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Frank Cannon
Financial advisor at Artesa Financial Group
Artesa Financial Group · $126.6M AUM
Verified
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Geoffrey Turnbull
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Helen Thornton
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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Hendrick Reichert
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Hugo Perez
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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James Arnold
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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James Pearson
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Janelle Syed
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Jared Hensley
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Jeffrey Gonzales
Financial advisor at Kwm Partners LLC
Kwm Partners LLC
VerifiedFinancial planning
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Jessica McNamara
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Joe Flores
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Joel Gooch
Financial advisor at Gemini Estate Plan LLC
Gemini Estate Plan LLC
VerifiedFinancial planning
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Jonathan Parr
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jordan Casillas Amador
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Joshua Jurek
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
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Joshua Steenwyk
Financial advisor at Timothy Craig Steenwyk
Timothy Craig Steenwyk · $32M AUM
Verified
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Joshua Vessell
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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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 Conroe, 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 Conroe, TX.

How this list works

Before you hire an advisor in Conroe, TX