user avatar

Freeman James

Advisor at LPL Financial

Updated today

Location

Moulton, TX 77975

Credentials

Series 66

Industry experience

4 years

About

Freeman James is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at ICA Group Wealth Management, LLC, Crossroads Bank, BWI Companies, and Cal-Maine Foods. He is also a commissioned notary public. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

201 N Lavaca

Moulton, TX 77975

Most active in

Texas

Work history

ICA Group Wealth Management, LLC

2022 - 2024 (2 years)

Crossroads Bank

2021 - Present (5 years)

LPL Financial

2021 - Present (5 years)

BWI Companies, INC

2017 - 2021 (4 years)

Cal-Maine Foods

2016 - 2017 (1 year)

Texas A&M University

2012 - 2016 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jay R

CFP®, CFA®, Series 63

Nickel, TX

Inspire Advisors, LLC

Jay Richardson is a CFP® and CFA® with 10 years of industry experience. He has worked at Inspire Advisors, LLC since 2019 and previously held positions at Mutual Advisors, LLC and Wilmington Trust. Outside of his advisory role, he is involved as an owner and rancher at Kunkel Circle K Ranch, LLC. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing over $1 billion for approximately 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing through proprietary tools and employs a variety of quantitative and fundamental strategies, often implementing portfolios via model allocations and affiliated ETFs.

ESG / Sustainable investing
user avatar

Mark H

Series 63

Schulenburg, TX

Nfsg Corporation

Mark Hudec is a financial advisor with NFSG Corporation and holds a Series 63 designation. He has 38 years of industry experience, including previous roles at United Planners' Financial Services, Trilogy Wealth Management, and Trilogy Wealth Partners. Outside of his advisory work, he is also an independent insurance agent specializing in life and health insurance. NFSG Corporation is an SEC-registered investment adviser that provides asset management and financial planning services to individuals, pension plans, trusts, charitable organizations, and businesses. The firm customizes portfolios based on client objectives and risk tolerance, employing a mix of fundamental, technical, and cyclical analysis, and frequently uses third-party managers to deliver discretionary and non-discretionary investment solutions.

Wealth management
user avatar

Eric B

Series 63, Series 65

Hallettsville, TX

AE Wealth Management, LLC

Eric Bludau is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 15 years of industry experience. His work history includes roles at TEAM Wealth Management LLC and Institutional Securities Corp. Outside of advisory work, he is involved in ranching operations and serves as a trustee for family trusts. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolios, discretionary asset management, financial planning, and consulting services.

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Self-Employed Founder/Business Owner
user avatar

Gary Z

Series 63, Series 65

Schulenburg, TX

Principal Financial Services

Gary Zweschper is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Principal Life Insurance Company and Principal Securities Inc. since 2013 and 2016, respectively, and is currently associated with Middle Creek Financial. Outside of his advisory role, Zweschper is a partner in a commercial beef cattle ranch and serves as a board member of the Schulenburg Chamber of Commerce. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Retired Founder/Business Owner
user avatar

Gary K

Series 63, Series 65

Shiner, TX

Cetera

Gary Kusak is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera and its affiliates since 2025 and previously spent 13 years with Concourse Financial Group Securities Inc. Outside of advising, Kusak manages Kusak Farms, which involves farming and livestock production, and performs as a musician at social events. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement

Robert L

Series 63, Series 66

Hallettsville, TX

Edward Jones

Robert Lundy is a financial advisor with Edward Jones in Hallettsville, TX, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has been with Edward Jones since 2003. Outside of his advisory role, Lundy serves as Vice President of the Turtleback Corporation, a family-owned oil and natural gas production business, and is Vice President of the Hallettsville I.S.D. Board of Trustees. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a nationwide network of over 23,700 financial advisors. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard.

Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")