Financial advisors in Plano, TX

3,263 match · page 2 of 109

Brent Thompson
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Byrne
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brianne Imperial
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brittany Jacobson
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brittney Kolesar
Financial advisor at Ares Financial Consulting LLC
Ares Financial Consulting LLC · $243.9M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Bordelon
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bruce Dieterlen
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bryan Lee
Financial advisor at Strategic Financial Planning, Inc.
Strategic Financial Planning, Inc. · $220.6M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cameron Teel
Financial advisor at Moss, Luse & Womble, LLC
Moss, Luse & Womble, LLC · $803.2M AUM
CFP®VerifiedFinancial planning
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Carl Bender
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Carly Kotlarski
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cassandra Rupp
Financial advisor at Vanguard Advisers, Inc.
Vanguard Advisers, Inc. · $344.62B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chad Johnson
Financial advisor at Spartan Wealth Solutions LLC
Spartan Wealth Solutions LLC · $9.3M AUM
CFP®VerifiedFinancial planning
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Charles Dyer
Financial advisor at Retirement Planners of America
Retirement Planners of America · $3.59B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Charles Thomas
Financial advisor at Sfmg Wealth Advisors
Sfmg Wealth Advisors · $2.96B AUM
CFP®VerifiedFinancial planning
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Chase Amis
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Cheryl Wilson
Financial advisor at Usaa Investment Services Company
Usaa Investment Services Company
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chi-Gee Yip
Financial advisor at Beacon Pointe Advisors, LLC
Beacon Pointe Advisors, LLC · $54.87B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Chris Oberling
Financial advisor at Parkway Wealth Management Group, LLC
Parkway Wealth Management Group, LLC · $1.22B AUM
CFP®VerifiedFinancial planning
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Christie Russell
Financial advisor at Park Avenue Securities LLC
Park Avenue Securities LLC · $19.58B AUM
CFP®VerifiedFinancial planning
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Christopher Benigno
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Bruno
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cervantes
Financial advisor at Sanctuary Advisors, LLC
Sanctuary Advisors, LLC · $34.88B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Colon
Financial advisor at Parkway Wealth Management Group, LLC
Parkway Wealth Management Group, LLC · $1.22B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Cuneo
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Christopher Mankoff
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Christopher McDonald
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Nagle
Financial advisor at Fisher Investments
Fisher Investments · $386.67B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Troseth
Financial advisor at The Watchman Group, Inc.
The Watchman Group, Inc. · $639.7M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Clifford Kwan
Financial advisor at Retirement Planners of America
Retirement Planners of America · $3.59B 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 Plano, 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 Plano, TX.

How this list works

Before you hire an advisor in Plano, TX