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8 advisors near 77954
Out of 400,000+ nationwide
Ronald S
CFP®, Series 63
Yorktown, TX
Ronald Ray Schulze
Ronald Schulze is a CFP® certificant with nine years of industry experience, operating his independent firm, Ronald Ray Schulze, in Yorktown, TX. He has been active in the financial services field since 1990. Ronald Ray Schulze provides personalized investment management and financial planning services primarily to individual clients. The firm employs a tactical asset allocation, core-and-satellite approach with a focus on mutual funds, incorporating market-timing strategies that are relatively uncommon among independent advisers.
Rebecca K
Series 63, Series 65
Cuero, TX
LPL Financial
Rebecca Koranek is a financial advisor with LPL Financial in Cuero, TX, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked at SagePoint Financial from 2015 to 2020 before joining LPL Financial in 2020. Outside of her advisory role, she maintains a notary public designation. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house Research team and a large network of investment adviser representatives.
Clifton F
CFP®, Series 66
Cuero, TX
Edward Jones
Clifton Foulds is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Edward Jones since 2013. He owns the building occupied by his Edward Jones office in Cuero, TX. Edward Jones is a full-service wealth management firm that serves over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of investment advisory programs and related services, supported by a nationwide network of more than 23,700 financial advisors and over $1 trillion in assets under management.
Trey P
Series 66
Cuero, TX
Edward Jones
Trey Parma is a financial advisor with Edward Jones in Cuero, Texas, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2022, he operated Trey Parma Consulting and was involved with Goldman, Hunt & Notz, LLP for ten years. He also manages Parma Ranch, a personal family ranch where he maintains livestock and land. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm offers a range of advisory programs and investment options, with a nationwide network of over 23,000 financial advisors and more than $1 trillion in assets under management.
Tyler M
Series 66
Cuero, TX
Edward Jones
Tyler Mc Clellan is a financial advisor at Edward Jones in Cuero, TX, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved in land holdings with his family through Pavo Loco Ranch LLC and manages cell tower royalties in Cuero, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, supported by a large network of over 23,700 financial advisors nationwide.
Benjamin L
Series 66
Cuero, TX
Edward Jones
Benjamin Langford is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to joining Edward Jones, he worked at SWBC Investment Company and SWBC Investment Services LLC for two years. Outside of his advisory role, he is a property owner in San Antonio, Texas. Edward Jones is a wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.
Ashley M
Series 66
Cuero, TX
Edward Jones
Ashley Markos is a financial advisor at Edward Jones with a Series 66 designation and 12 years of experience at the firm. She is based in Cuero, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers various advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Michael S
Series 66
Cuero, TX
LPL Financial
Michael Sisco is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and previously worked at SagePoint Financial for nine years before joining LPL Financial in 2020. Outside of his advisory role, he co-hosts The Lists Podcast. 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 offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.
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8 advisors near 77954
Out of 400,000+ nationwide