Financial advisors in Flower Mound, TX

135 advisors · page 4 of 5

Michael Demings
Financial advisor at Gds Wealth Management
Gds Wealth Management · $1.81B AUM
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Michelle Courtney
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Murtaza Shahbazker
Financial advisor at Astute Consulting, LLC
Astute Consulting, LLC
Verified
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Nicholas Peiffer
Financial advisor at Victory Capital Management Inc.
Victory Capital Management Inc. · $282.71B AUM
Verified
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Noah Trstenjak
Financial advisor at Lifetime Capital Planning Group LLC
Lifetime Capital Planning Group LLC · $85M AUM
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Oanh Rodricks
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Owen Hill
Financial advisor at The Lynd Group Advisors, LLC
The Lynd Group Advisors, LLC
Verified
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Patrick Hynes
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Paula Czapko
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Primo Santos
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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Randall Pope
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Richard Glass
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Robert Barlow
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Robert Casey
Financial advisor at Gds Wealth Management
Gds Wealth Management · $1.81B AUM
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Robert Clay
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
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Robert Messett
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
VerifiedFinancial planning
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Ross Heath
Financial advisor at Ai Investor 360
Ai Investor 360
Verified
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Ross Mortensen
Financial advisor at Gds Wealth Management
Gds Wealth Management · $1.81B AUM
VerifiedFinancial planning
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Ruth Shannon
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Ryan Depaola
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Ryan Van Leeuwen
Financial advisor at Fidelity Institutional Wealth Adviser LLC
Fidelity Institutional Wealth Adviser LLC · $9.38B AUM
Verified
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Sandi Chui
Financial advisor at Kovack Advisors, Inc.
Kovack Advisors, Inc. · $6.28B AUM
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Scott Barth
Financial advisor at Secure Asset Management, L.l.c.
Secure Asset Management, L.l.c. · $870.6M AUM
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Sebastian Carrillo
Financial advisor at Gds Wealth Management
Gds Wealth Management · $1.81B AUM
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Shawn Miles
Financial advisor at Rfg Advisory, LLC
Rfg Advisory, LLC · $7.97B AUM
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Shelly Dodge
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Tammy Edwards
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Tana Pennington
Financial advisor at The Lynd Group Advisors, LLC
The Lynd Group Advisors, LLC
Verified
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Thomas Eifler
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Thomas Greuling
Financial advisor at Prime Capital Financial
Prime Capital Financial · $39.14B AUM
VerifiedFinancial planning
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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 Flower Mound, 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 Flower Mound, TX.

How this list works

Before you hire an advisor in Flower Mound, TX