Financial advisors in Rockwall, TX

64 match · page 1 of 3

Anna Apodaca
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Barton Gunter
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
CFP®VerifiedFinancial planning
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Brad Sewell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Donald Viergever
Financial advisor at Kestra Private Wealth Services, LLC
Kestra Private Wealth Services, LLC · $13.45B AUM
CFP®VerifiedFinancial planning
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Dyne Buckley
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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E. Marsh
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Guy Collins
Financial advisor at Alden Investment Group
Alden Investment Group · $385.7M AUM
CFP®VerifiedFinancial planning
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Jace Hart
Financial advisor at Rockwall Wealth Management
Rockwall Wealth Management · $305.5M AUM
CFP®VerifiedFinancial planning
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Joelle Hinds
Financial advisor at Facet
Facet · $8.69B AUM
CFP®VerifiedFinancial planning
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Jose Castaneda
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
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Kelly Connel
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Kenneth McKelroy
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Renee Sneed
Financial advisor at Rockwall Wealth Management
Rockwall Wealth Management · $305.5M AUM
CFP®VerifiedFinancial planning
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Richard Dirkse
Financial advisor at Rockwall Wealth Management
Rockwall Wealth Management · $305.5M AUM
CFP®VerifiedFinancial planning
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Ronald Glasgow
Financial advisor at Calton & Associates, Inc.
Calton & Associates, Inc. · $1.58B AUM
CFP®VerifiedFinancial planning
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Starla Howell
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stuart Smith
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
CFP®VerifiedFinancial planning
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Sydney Hacker
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Tanner Seabourn
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 ↗
Beau Wimpee
Financial advisor at Farmers Asset Management, LLC
Farmers Asset Management, LLC · $7.7M AUM
VerifiedFinancial planning
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Bradley Epstein
Financial advisor at Independent Financial Group, LLC
Independent Financial Group, LLC · $12.93B AUM
VerifiedFinancial planning
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Bradley Mickelson
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
VerifiedFinancial planning
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Brandon Baker
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
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Bret Wilson
Financial advisor at Wilson Investment Services
Wilson Investment Services · $14.3M AUM
VerifiedFinancial planning
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Christopher Davidson
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Christopher Ledezma
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
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Christopher Martin
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Craig Power
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Gerald Hendrik
Financial advisor at Rockwall Wealth Advisors
Rockwall Wealth Advisors · $36M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ha Ellender
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B 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 Rockwall, 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 Rockwall, TX.

How this list works

Before you hire an advisor in Rockwall, TX