Financial advisors in Sugar Land, TX

49 match · page 1 of 2

Alan Bradley
Financial advisor at Rwm Capital, LLC
Rwm Capital, LLC · $222.4M AUM
CFP®VerifiedFinancial planning
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Alan Jaks
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Bart Reese
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Brandon Arns
Financial advisor at Wj Interests, LLC
Wj Interests, LLC · $633.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Brian Dodson
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Christopher Lai
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Chung Wu
Financial advisor at Chung Wu Investment Group, LLC
Chung Wu Investment Group, LLC · $147.5M AUM
CFP®Verified
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David Smith
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Teel
Financial advisor at Sweetwater Financial Advisors, LLC
Sweetwater Financial Advisors, LLC · $84.4M AUM
CFP®VerifiedFinancial planning
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Dongyue Jiang
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Elizabeth Soto-Delgadillo
Financial advisor at Verus Financial Group
Verus Financial Group · $158.7M AUM
CFP®VerifiedFinancial planning
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Eric Jia
Financial advisor at Creative Planning
Creative Planning · $295.57B AUM
CFP®VerifiedFinancial planning
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Farokh Billimoria
Financial advisor at Sowell Management
Sowell Management · $4.81B AUM
CFP®VerifiedFinancial planning
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Glenda Martinez
Financial advisor at Strategic Advisers LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Glenn Lu
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Heather Hennigh
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Hulon Whatley
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
James McClellan
Financial advisor at James G. Mcclellan CPA
James G. Mcclellan CPA · $34.4M AUM
CFP®VerifiedFinancial planning
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Jared Jameson
Financial advisor at Wj Interests, LLC
Wj Interests, LLC · $633.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jarrod Hageman
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Jeffery Farris
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
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Jeremiah Patterson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Joe Fulmer
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 ↗
Jonathan Chapman
Financial advisor at Wj Interests, LLC
Wj Interests, LLC · $633.5M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jordan Hannah
Financial advisor at Ameritas Advisory Services, LLC
Ameritas Advisory Services, LLC · $13.75B AUM
CFP®VerifiedFinancial planning
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Kanen Helbig
Financial advisor at Kings Path Partners LLC
Kings Path Partners LLC · $1.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Kristen Hrncir
Financial advisor at Lincoln Investment
Lincoln Investment · $21.99B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Lamar Morris
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Larry Melton
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Marco Lloyd
Financial advisor at Wells Fargo Advisors
Wells Fargo Advisors · $252.25B 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 Sugar Land, 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 Sugar Land, TX.

How this list works

Before you hire an advisor in Sugar Land, TX