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3 advisors near 78801
Out of 400,000+ nationwide
Matthew W
Series 66
Uvalde, TX
Raymond James Financial
Matthew Wyatt is a financial advisor with Raymond James Financial Services Advisors, Inc. in Uvalde, Texas, holding a Series 66 designation and 11 years of industry experience. He has been associated with The Bank and Trust and Raymond James Financial Services since 2015. Wyatt serves as one of nine committee members advising church leaders at First United Methodist Church in Uvalde. Raymond James Financial Services Advisors, Inc. serves individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, with a focus on tailored financial plans developed via fact-finding interviews and firm research.
Aaron P
Series 63, Series 65
Uvalde, TX
Edward Jones
Aaron Pulsford is a financial advisor with Edward Jones in Uvalde, Texas, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and maintaining approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 advisors and 15,000 branches.
James C
Series 63, Series 65
Uvalde, TX
Raymond James Financial
James Coleman is a financial advisor with Raymond James Financial in Uvalde, TX, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1999 and the broader Raymond James Financial firm since 2009. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-high-net-worth clients, pension and profit-sharing plans, charitable organizations, corporations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis, modeling tools, and firm research, while maintaining a significant non-discretionary advisory business.
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3 advisors near 78801
Out of 400,000+ nationwide