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Aaron M
Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Aaron Melton is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 license and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Bar M Ranch and Presco. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers fee-based wrap programs, financial planning, retirement plan consulting, and investment management consulting through a broad range of strategies monitored by an Investment Strategy Committee.
Katherine W
CFP®, Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Katherine Worrell is a CFP® and holds a Series 66 license with 16 years of industry experience. She has been with Benjamin F. Edwards & Company, Inc. since 2014. Outside of her advisory role, she is the owner of W Opportunity Fund, LLC, a real estate and investment-related business based in Sherman, TX. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm provides a range of fee-based wrap programs, financial planning, and investment management consulting, offering both discretionary and non-discretionary strategies monitored by an Investment Strategy Committee.
James G
CFP®, Series 63, Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
James Graham is a CFP® certified financial advisor with 25 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2014. Outside of his advisory role, he co-owns Graham Honey Company LLC, a business focused on honey production in Pottsboro, TX. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both strategic and tactical portfolio management approaches.
Paula J
Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Paula Judkins is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and bringing 24 years of industry experience. She has been with Benjamin F. Edwards since 2014. Outside of her advisory role, she works as a Pampered Chef consultant on a part-time basis. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies monitored by an Investment Strategy Committee.
Bruce M
Series 63
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Bruce Melton is a financial advisor at Benjamin F. Edwards & Company, Inc., holding a Series 63 designation with 40 years of industry experience. He has been with Benjamin F. Edwards since 2014. Outside of his advisory role, he is a part owner of a family cattle farm in Sherman, Texas. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, and institutions. The firm offers a range of fee-based wrap programs, financial planning, and investment management services, utilizing both proprietary and third-party strategies overseen by an Investment Strategy Committee.
Nicholas G
Series 66
Sherman, TX
Benjamin F. Edwards & Company, Inc.
Nicholas Grayson is a financial advisor at Benjamin F. Edwards & Company, Inc. with one year of industry experience. He holds a Series 66 designation and has worked previously at National Government Services and ServiceLink Services LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and institutions. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing both proprietary and third-party managed strategies across mutual funds, ETFs, separately managed accounts, and customized portfolios.
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