user avatar

Isaac Urias

Advisor at Raymond James Financial — Brownwood, TX

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Brownwood, TX

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,976 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Isaac Urias is a financial advisor at Raymond James Financial with a Series 65 designation and one year of industry experience. Prior to joining Raymond James, he held roles at Ratliff Steel Company and Ally Outdoors. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using advanced analytical tools and supports clients through various advisory programs and institutional consulting services.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Brownwood, TX

Brownwood TX

Advisors at this office

1

Most active in

Texas

Work history

< 1 year of industry experience

Raymond James Financial Services Advisory Inc.

2026 - Present • 1 year

Odessa, TX

Raymond James Financial Services, Inc.

2026 - Present • 1 year

Odessa, TX

Ratliff Steel Company

2022 - Present • 4 years

Brownwood, TX

Ratliff Steel Company

2022 - Present • 4 years

Brownwood, TX

Ally Outdoors

2017 - 2022 • 5 years

Midland, TX

SK Arms

2015 - 2017 • 2 years

Midland, TX

Disclosures

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

Business activities & affiliations

Will K

ChFC®, Series 66

Brownwood, TX

Edward Jones

Will Kothmann is a financial advisor at Edward Jones with the designations of ChFC® and Series 66 and eight years of industry experience. He has worked at Edward Jones since 2017 and previously spent eight years at NBC Inventory, Inc. Outside of his advisory role, he is associated with a family ranch entity, Don and Ellen Kothmann Ranch, LLC, established as a homestead for estate purposes. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of household types and organizations. The firm provides a variety of advisory programs and investment strategies supported by a large network of financial advisors and offices nationwide.

General estate planning guidance Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive
user avatar

Richard M

Series 65

Brownwood, TX

LPL Financial

Richard Martin is a financial advisor with LPL Financial, holding a Series 65 credential and over 53 years of industry experience. His previous roles include positions at VOYA Financial Advisors and Great Southern Life. Martin is also an owner, agent, and vice president of Insurance Specialists, Inc., an insurance agency he has been involved with since 1991. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides advisory and brokerage services with a range of investment options, including model portfolios and third-party asset management, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Edward R

CFP®, Series 63, Series 66

Brownwood, TX

Edward Jones

Edward Reagan is a CFP®-certified financial advisor with Edward Jones, based in Brownwood, TX. He has 26 years of industry experience, having worked with Edward D. Jones & Co., L.P. since 1999. Reagan serves as a deacon of finance and an elder at Austin Ave Church of Christ, where he assists with budgeting and payroll tax responsibilities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Mc Lane M

Series 66

Brownwood, TX

Edward Jones

Mc Lane Moore is a financial advisor at Edward Jones with a Series 66 credential and four years of industry experience. Prior to joining Edward Jones in 2022, Moore held positions at Good Funding, Mutual Securities, and several other firms. He serves as an alternate member of the City of Brownwood Zoning Board of Adjustments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Retired Founder/Business Owner Executive
user avatar

Arthur B

Series 66

Early, TX

Edward Jones

Arthur Barnes is a financial advisor at Edward Jones in Early, TX, holding a Series 66 designation with 14 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Mark T

Series 66

Brownwood, TX

Cambridge Investment Research Advisors

Mark Trice is a financial advisor with Cambridge Investment Research Advisors in Brownwood, TX, holding a Series 66 designation and 17 years of industry experience. He has been with Cambridge Investment Research Advisors and affiliated entities since 2016. Outside of his advisory role, he serves as an independent insurance agent and is president of ClearVista Financial LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm provides a range of services such as financial planning and investment management through a network of independent professionals, offering multiple portfolio management options and proprietary investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)