Financial advisors in Rowlett, TX

18 match

Kristin Hall
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Christopher Moyer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Derek Demars
Financial advisor at Mercer Global Advisors Inc.
Mercer Global Advisors Inc. · $84.4B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
George Gandy
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $671.42B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Harry Hughes
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
James Williams
Financial advisor at Raymond James Financial Services Advisors, Inc
Raymond James Financial Services Advisors, Inc · $390.04B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joseph Oreskovich
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Karina Fourte
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kyle French
Financial advisor at Flb Capital Management, LLC
Flb Capital Management, LLC · $1.5M AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Latunya Hanley
Financial advisor at Thrivent Investment Management Inc.
Thrivent Investment Management Inc. · $20.77B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Mindy Kirby
Financial advisor at Kovack Advisors, Inc.
Kovack Advisors, Inc. · $6.28B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nicholas Crimi
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Richard Lucas
Financial advisor at Nestegg Wealth Advisors
Nestegg Wealth Advisors
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Roland Jones
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ryan Frank
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sean Boulger
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Skyler Marchand
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Stanley Szafran
Financial advisor at Szafran Capital Management, LLC
Szafran Capital Management, LLC · $11.9M 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 Rowlett, 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 Rowlett, TX.

How this list works

Before you hire an advisor in Rowlett, TX