Financial advisors in Frisco, TX

624 match · page 1 of 21

Adam Carter
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Amy Legate
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Andrew Bencivenga
Financial advisor at Brindle & Bay Financial Advisors, LLC
Brindle & Bay Financial Advisors, LLC · $184.8M AUM
CFP®VerifiedFinancial planning
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Andrew McGrath
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Arica Savannah
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Benjamin Jones
Financial advisor at Wave Wealth Management, LLC
Wave Wealth Management, LLC · $134.2M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bradly Clark
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Bell
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Hart
Financial advisor at Sagespring Wealth Partners
Sagespring Wealth Partners · $8.49B AUM
CFP®VerifiedFinancial planning
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Brian Neu
Financial advisor at Olimpio Neu & Associates, Inc.
Olimpio Neu & Associates, Inc. · $76.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Monks
Financial advisor at Mrm Financial Advisors, LLC
Mrm Financial Advisors, LLC · $76.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carolanne Chavanne
Financial advisor at Prosperity Wealth Planning LLC
Prosperity Wealth Planning LLC · $269.2M AUM
CFP®VerifiedFinancial planning
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Christian Brand
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christian Patterson
Financial advisor at Quadcap Wealth Management, LLC
Quadcap Wealth Management, LLC · $1.34B AUM
CFP®VerifiedFinancial planning
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David Cannon
Financial advisor at David Rhodes Cannon, C.p.a., LLC
David Rhodes Cannon, C.p.a., LLC · $64K AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Oneill
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Dustin Elo
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Jacobsmeyer
Financial advisor at Cain, Watters & Associates, LLC
Cain, Watters & Associates, LLC · $5.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Evangeline Herrington
Financial advisor at Herrington Wealth Management Corporation
Herrington Wealth Management Corporation · $40.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Gary Briggs
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Townsend
Financial advisor at Consilium Wealth Advisory, LLC
Consilium Wealth Advisory, LLC · $466M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harrison Benedict
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Holly Manton
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Homer Ramirez
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jared Van Moorlehem
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jason Jaynes
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jennifer Davis
Financial advisor at Focus Partners Wealth, LLC
Focus Partners Wealth, LLC · $181.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jerome Ponzio
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Classe
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Gay
Financial advisor at Frisco Financial Planning
Frisco Financial Planning · $131.1M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

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 Frisco, 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.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Frisco, TX.

How this list works

Before you hire an advisor in Frisco, TX