Financial advisors in Richardson, TX

200 advisors · page 4 of 7

Gavin Pucciarello
Financial advisor at Apollon Wealth Management, LLC
Apollon Wealth Management, LLC · $11.56B AUM
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Gavin Walker
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Gavyn Wehe
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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George Gile
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Gina Aldaz
Financial advisor at Generational Wealth Advisors
Generational Wealth Advisors · $568.8M AUM
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Gregory Jardine
Financial advisor at Jardine Financial Group
Jardine Financial Group · $75.4M AUM
Verified
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Gregory Toy
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Heath Flock
Financial advisor at Generational Wealth Advisors
Generational Wealth Advisors · $568.8M AUM
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Hunter Moses
Financial advisor at Edelman Financial Engines
Edelman Financial Engines · $326.29B AUM
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Jack Martin
Financial advisor at Duncan Financial Planning Advisors
Duncan Financial Planning Advisors
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Jackson Parrish
Financial advisor at Lemnis Capital
Lemnis Capital · $97.9M AUM
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Jaclyn McGuire
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
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Jacob Howeth
Financial advisor at Generational Wealth Advisors
Generational Wealth Advisors · $568.8M AUM
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Jacob Thimesch
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jaime Heimsath
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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James Brennan
Financial advisor at Planmember Securities Corporation
Planmember Securities Corporation · $10.12B AUM
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Jamie Detten
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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Jared Balbach
Financial advisor at Bowie Capital Management, LLC
Bowie Capital Management, LLC · $2.81B AUM
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Jeffrey Bellinghausen
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Jeffrey Everett
Financial advisor at Generational Wealth Advisors
Generational Wealth Advisors · $568.8M AUM
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Jeffrey Zamora
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
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Jessica Dupont
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
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Jetmir Ahmeti
Financial advisor at Ahmeti Wealth Management, LLC
Ahmeti Wealth Management, LLC · $3.2M AUM
Verified
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John Elisafidis
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
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John Garvey
Financial advisor at Bland Garvey Wealth Advisors, LLC
Bland Garvey Wealth Advisors, LLC · $241.2M AUM
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John Moore
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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John Musial
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
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John Pesano
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
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John Sweeden
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
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Jon Raichelson
Financial advisor at State Farm Investment Management Corp.
State Farm Investment Management Corp. · $12.94B AUM
Verified
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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 Richardson, 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 Richardson, TX.

How this list works

Before you hire an advisor in Richardson, TX