Financial advisors in Mckinney, TX

28 match

Taylor Stewart
Obsessed with making financial planning better
Macro Wealth Advisors, Inc. · $20.8M AUM
CFP®VerifiedFinancial planningAnswers messages here
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Abigail Casady
Financial advisor at Eversource Wealth Advisors, LLC
Eversource Wealth Advisors, LLC · $5.1B AUM
CFP®VerifiedFinancial planning
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Barron Gray
Financial advisor at Gray Financial Planning LLC
Gray Financial Planning LLC · $5.6M AUM
CFP®VerifiedFinancial planning
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Brandon Rainey
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clark Buchanan
Financial advisor at Succession Financial, Inc
Succession Financial, Inc · $210.3M AUM
CFP®VerifiedFinancial planning
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David Ryzman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Denise Dorbritz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Eric Wolfe
Financial advisor at Succession Financial, Inc
Succession Financial, Inc · $210.3M AUM
CFP®VerifiedFinancial planning
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Frank Perry
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jeffrey Minucci
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jeffrey Reddick
Financial advisor at Wg Plan LLC
Wg Plan LLC · $5M AUM
CFP®VerifiedFinancial planning
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John Kopenhaver
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kelley Schubert
Financial advisor at Corus Family Wealth Advisors, Inc.
Corus Family Wealth Advisors, Inc. · $619.5M AUM
CFP®VerifiedFinancial planning
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Kevin Armes
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kevin Nelson
Financial advisor at Corus Family Wealth Advisors, Inc.
Corus Family Wealth Advisors, Inc. · $619.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lori Givens
Financial advisor at Align Financial Advisors, LLC
Align Financial Advisors, LLC · $73.6M AUM
CFP®VerifiedFinancial planning
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Mark Ahmadi
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Matthew Ludwick
Financial advisor at Fowler Financial Management
Fowler Financial Management · $33.3M AUM
CFP®VerifiedFinancial planning
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Micky Reeves
Financial advisor at Eversource Wealth Advisors, LLC
Eversource Wealth Advisors, LLC · $5.1B AUM
CFP®VerifiedFinancial planning
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Neil Krishnaswamy
Financial advisor at Krishna Wealth Planning
Krishna Wealth Planning · $37.3M AUM
CFP®VerifiedFinancial planning
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Ralph Ujano
Financial advisor at The Ujano Advisory Group LLC
The Ujano Advisory Group LLC · $115.9M AUM
CFP®VerifiedFinancial planning
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Robert Stevens
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sam Thornal
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Vedane
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Shar-Ne Warren
Financial advisor at Financial Excavation
Financial Excavation
CFP®VerifiedFinancial planning
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Thomas Herrin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Vj Arjan
Financial advisor at Concap LLC
Concap LLC · $6.7M AUM
CFP®VerifiedFinancial planning
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William Leffall
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B 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 Mckinney, 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 Mckinney, TX.

How this list works

Before you hire an advisor in Mckinney, TX