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7 advisors near 79065
Out of 400,000+ nationwide
George D
CFP®, Series 66
Pampa, TX
Kingsview Wealth Management, LLC
George Demetriades is a CFP® with 14 years of industry experience, currently serving as an advisor at Kingsview Wealth Management, LLC. He previously worked at Edward Jones for 12 years. Demetriades is a board member and investment manager for the Pampa Youth Community Center, a nonprofit organization. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm combines advisor-led financial planning with model-based and separately managed strategies, offering a broad range of investment instruments and access to alternative investments through various platforms.
Daniel F
Series 66
Pampa, TX
Raymond James Financial
Daniel Fowler is a financial advisor with Raymond James Financial in Pampa, TX, holding a Series 66 designation and 13 years of industry experience. His prior work includes ten years at Happy State Bank and LPL Financial. Outside of his advisory role, he is a partner in an agricultural venture focused on hunting and recreation land management. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans developed through detailed client risk profiling and supported by a broad affiliate network.
Thomas R
Series 63, Series 66
Pampa, TX
Edward Jones
Thomas Reynolds is a financial advisor with Edward Jones in Pampa, Texas, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with Edward Jones since 2003. Outside of advising, Reynolds is a partner in a local sports broadcasting business covering high school football and basketball games. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm supports more than 23,000 advisors and manages over $1 trillion in assets.
Jacqueline B
Series 63, Series 66
Pampa, TX
Edward Jones
Jacqueline Braddock is a financial advisor with Edward Jones in Pampa, TX, holding Series 63 and Series 66 designations and 18 years of industry experience. She has been with Edward Jones since 2016. Outside of her advisory role, she is a co-owner of Braddock Properties LLC, a commercial property business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a network of over 23,000 advisors and 15,000 branch offices nationwide.
Renee S
Series 66
Pampa, TX
Cetera
Renee Shephard is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. Her career includes prior roles at Wells Fargo and Winco. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with firm-sponsored model portfolios and third-party solutions.
Benny W
Series 63, Series 66
Pampa, TX
Edward Jones
Benny Watson is a financial advisor at Edward Jones with 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999 and holds Series 63 and Series 66 credentials. Outside of his advisory role, Watson serves as president of the Pampa Country Club, where he participates in monthly board meetings to assist with daily operations. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Steven G
Series 63, Series 66
Pampa, TX
Edward Jones
Steven Glover is a financial advisor at Edward Jones with 22 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory work, he is involved in application development with Biblioteko, LLC, focusing on Salesforce, and creates content for a travel website about vacations to Kauai. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices across the United States.
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Finding advisors...
7 advisors near 79065
Out of 400,000+ nationwide