Financial advisors in Grapevine, TX

54 match · page 2 of 2

James Yahoudy
Financial advisor at Aptus Capital Advisors, LLC
Aptus Capital Advisors, LLC · $14.14B AUM
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Jason Fernandez
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Jennifer Kogan
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
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Julie Hogan
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
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Kyle Blair
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
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Luke Tolson
Financial advisor at Prospera Financial Services, Inc.
Prospera Financial Services, Inc. · $14.39B AUM
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Marshall Felker
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Mary Shanklin
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
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Matthew Nelson
Financial advisor at Flourish Financial Planning
Flourish Financial Planning · $32.9M AUM
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Melanie Patterson
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Michael Romig
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Morgan Nichols
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Nancy Wallace-Ruffin
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Nicholas Trevino
Financial advisor at Global View Capital Management LLC
Global View Capital Management LLC · $775.2M AUM
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Seana Rasor
Financial advisor at Kestra Advisory Services, LLC
Kestra Advisory Services, LLC · $79.8B AUM
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Sharran Hood
Financial advisor at First Advisors National, LLC
First Advisors National, LLC · $505.9M AUM
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Sherry Wear
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Steve Germany
Financial advisor at Bok Financial Advisors
Bok Financial Advisors · $1.06B AUM
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Theresa Badgett
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Thomas Rigney
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
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Vaughn Thompson
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
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Vernon Billingsley
Financial advisor at Asset Preservation Group Inc
Asset Preservation Group Inc · $321.2M AUM
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West Meyers
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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William Reaves
Financial advisor at Bok Financial Advisors
Bok Financial Advisors · $1.06B 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 Grapevine, 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 Grapevine, TX.

How this list works

Before you hire an advisor in Grapevine, TX