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2 advisors near 79504
Out of 400,000+ nationwide
Neil S
Series 63, Series 66
Clyde, TX
Edward Jones
Neil Shultz is a financial advisor with Edward Jones in Clyde, TX, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of financial advising, Shultz is president and co-owner of Outlaw Cleaners Inc., a dry cleaning and laundry business in Clyde, TX. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Kostas L
Series 63, Series 65
Baird, TX
Raymond James Financial
Kostas Luecker is a financial advisor at Raymond James Financial with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and Wells Fargo Clearing. Outside of his advisory role, he serves as Treasurer on the board of Trinity Christian Academy. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory services supported by extensive research and offers a broad range of financial planning and investment consulting solutions.
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2 advisors near 79504
Out of 400,000+ nationwide