Financial advisors in Nacogdoches, TX

35 advisors · page 1 of 2

Alex Nikulin
Financial advisor at Uptick Partners, LLC
Uptick Partners, LLC · $1.06B AUM
CFP®VerifiedFinancial planning
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Benjamin Fredrickson
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Dane Phillips
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Phillips
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Gregg Nichols
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Heather Harris
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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James Henry
Financial advisor at Uptick Partners, LLC
Uptick Partners, LLC · $1.06B AUM
CFP®VerifiedFinancial planning
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Jarrod Null
Financial advisor at Lasting Mark Retirement Group LLC
Lasting Mark Retirement Group LLC · $86.3M AUM
CFP®VerifiedFinancial planning
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Jason Barber
Financial advisor at Uptick Partners, LLC
Uptick Partners, LLC · $1.06B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle Hogan
Financial advisor at Uptick Partners, LLC
Uptick Partners, LLC · $1.06B AUM
CFP®VerifiedFinancial planning
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Scarlett Long
Financial advisor at Parkway Wealth Management Group, LLC
Parkway Wealth Management Group, LLC · $1.22B AUM
CFP®VerifiedFinancial planning
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Steven Barber
Financial advisor at Uptick Partners, LLC
Uptick Partners, LLC · $1.06B AUM
CFP®VerifiedFinancial planning
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Taylor Pankratz
Financial advisor at Uptick Partners, LLC
Uptick Partners, LLC · $1.06B AUM
CFP®VerifiedFinancial planning
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Alyssa Barnes
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
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Amanda Mitchum
Financial advisor at Level Four Advisory Services
Level Four Advisory Services · $6.54B AUM
VerifiedFinancial planning
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Ann Moore
Financial advisor at Thurston Springer Advisors
Thurston Springer Advisors · $6.01B AUM
VerifiedFinancial planning
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Brantley Flores
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Connor Visser
Financial advisor at Uptick Partners, LLC
Uptick Partners, LLC · $1.06B AUM
VerifiedFinancial planning
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Daniel Reid
Financial advisor at Thurston Springer Advisors
Thurston Springer Advisors · $6.01B AUM
VerifiedFinancial planning
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David Phillips
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Debra Floyd
Financial advisor at Uptick Partners, LLC
Uptick Partners, LLC · $1.06B AUM
VerifiedFinancial planning
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Donnia Walton
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Emily Moore
Financial advisor at Uptick Partners, LLC
Uptick Partners, LLC · $1.06B AUM
VerifiedFinancial planning
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George Ray
Financial advisor at B. Riley Wealth Advisors, Inc.
B. Riley Wealth Advisors, Inc. · $4.21B AUM
VerifiedFinancial planning
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Holly Pace
Financial advisor at Parkway Wealth Management Group, LLC
Parkway Wealth Management Group, LLC · $1.22B AUM
VerifiedFinancial planning
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Jamie Lasiter
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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Jayce Harris
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Joshua Nichols
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Kelly Flores
Financial advisor at Raymond James & Associates, Inc.
Raymond James & Associates, Inc. · $500.96B AUM
VerifiedFinancial planning
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Mariah Box
Financial advisor at Sageguard Financial Group, LLC
Sageguard Financial Group, LLC · $755.7M AUM
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 Nacogdoches, 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 Nacogdoches, TX.

How this list works

Before you hire an advisor in Nacogdoches, TX