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287 advisors near
79924
within the area shown on the map
Out of 400,000+ nationwide
David A
Series 63, Series 65
El Paso, TX
OSAIC
David Adams is a financial advisor with OSAIC in El Paso, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He previously worked at Securities America Advisors and LPL Financial. Adams also provides insurance products to his clients alongside his advisory services. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, advisory services, and access to multiple investment platforms. The firm utilizes a range of portfolio construction tools and supports various investment account types with discretionary and non-discretionary management options.
Hiram G
Series 63, Series 65
El Paso, TX
Wells Fargo Clearing
Hiram Gomez is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been with Wells Fargo Clearing since 2017 and has worked at Wells Fargo Bank, NA since 2011. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non‑qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.
Michael D
CFP®, Series 66
El Paso, TX
Cetera
Michael Duchouquette is a CFP® with 25 years of experience in financial and insurance services. He is currently with Cetera and is the owner of Duchouquette and Associates, Inc., a financial and insurance services firm he has led since 2013. In addition to his advisory roles, he owns a honey farm involved in packaging and marketing. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and financial planning services through a large network of independent advisors.
Thomas G
Series 66
El Paso, TX
OSAIC
Thomas Gallardo is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Financial Advisors and Triad Advisors. In addition to his advisory role, he assists with investment management and operations oversight at a related wealth management firm and is involved in marketing insurance products for M Financial Group. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to charitable organizations through an extensive network of affiliated advisors. The firm employs various asset-allocation tools and third-party platforms to deliver integrated brokerage and advisory services tailored to clients' investment needs.
Jesse L
Series 63, Series 65
El Paso, TX
Wells Fargo Clearing
Jesse Limones is a financial advisor at Wells Fargo Clearing with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill and Charles Schwab prior to joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics and manages approximately $671 billion in assets with a network of over 14,000 financial advisors.
Jorge V
Series 63, Series 65
El Paso, TX
Equitable Advisors
Jorge Vielledent is a financial advisor with Equitable Advisors in El Paso, TX, holding Series 63 and Series 65 registrations and over 40 years of industry experience. He has been with Equitable Advisors since 1999 and previously worked at AXA Advisors during that same period. Outside of his advisory role, Vielledent is involved in several community and business activities, including serving as a board member for Project Amistad and as treasurer for the Desert Garden Association. Equitable Advisors serves a broad client base that includes individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset management programs utilizing a variety of investment vehicles and works with third-party asset managers and LPL-sponsored advisory programs.
Luis L
Series 63, Series 65
El Paso, TX
Ameriprise
Luis Landin is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory work, he is a silent partner in a fitness gym located in Brownsville, Texas. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide written retirement-income recommendations, supported by a centralized consulting team and automated processes.
Guadalupe M
Series 63, Series 66
El Paso, TX
Wells Fargo Clearing
Guadalupe Murillo is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 66 licenses and has 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and has an extensive tenure with Wells Fargo Bank dating back to 2004. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.
Ecklyn S
Series 63, Series 66
El Paso, TX
LPL Financial
Ecklyn Salazar is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining LPL Financial in 2025, he worked for Hilltop Securities Independent Network Inc. for seven years and has concurrently been involved with Aetna and Blue Cross Blue Shield since 2003. He is also engaged in health insurance sales as a non-variable insurance agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management access, and institutional platforms.
Adrian U
Series 63, Series 65
El Paso, TX
Cambridge Investment Research Advisors
Adrian Urias is a financial advisor with Cambridge Investment Research Advisors in El Paso, TX, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. His prior work includes roles at Franklin Star, LLC, and Mass Mutual Investors Services. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, trusts, estates, and retirement-plan sponsors. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services through a network of independent Financial Professionals using a variety of portfolio management and platform solutions.
Jeriel F
Series 63, Series 65
El Paso, TX
Primerica Advisors
Jeriel Farias is a financial advisor with Primerica Advisors in El Paso, TX, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been with Primerica Advisors since 2020 and has prior work history with Primerica Financial Services starting in 2005, as well as experience at International Copy Machine Co. Outside of advising, he works as a notary public and is employed part-time at eBay. Primerica Advisors is a large firm serving primarily individual investors across a range of wealth levels, along with corporate and charitable clients. The firm offers a wrap-fee asset management program that uses model-delivery strategies managed by third-party asset managers and supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.
Divia C
Series 63, Series 66
El Paso, TX
Merrill
Divia Correa is a Financial Advisor specializing in providing advisory services to both US and International Private Clients and organizations. She works within Merrill Lynch Wealth Management to deliver personalized wealth management strategies tailored to her clients' individual financial goals, risk tolerance, time horizon, and liquidity needs. Divia's expertise encompasses a range of focus areas including Corporate Executive Services, Education Planning, Family Wealth Management Strategies, Managing New Wealth, Personal Retirement Planning, Philanthropic Planning, Small Business Strategies, and Women and Wealth. Alongside her team and Merrill's internal partners, she develops customized planning and investment solutions designed to implement strategic financial plans. She holds a Bachelor's Degree from the University of Phoenix and professional designations including Accredited Wealth Management Advisor (AWMA) and Personal Investment Advisor (PIA). Divia is bilingual, fluent in English and Spanish. Outside of her professional role, she participates in community activities such as volunteering with the Abundant Living Faith Center. She enjoys music, reading, running, spending time with her husband Javier and their three children, and traveling.
Susan H
Series 63, Series 65
El Paso, TX
Thrivent Investment Management
Susan Hernandez is a financial advisor with Thrivent Investment Management in El Paso, TX, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. She has been with Thrivent Investment Management since 2015 and with Thrivent Financial for Lutherans since 2006. Outside of her financial advising career, Hernandez is an active violist and holds various roles in musical organizations, including performing with the El Paso Symphony and El Paso Opera and serving on the board of the American Federation of Musicians. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on holistic, goal-based planning across a broad range of financial topics while keeping planning and managed-account services distinct.
Michael P
Series 63, Series 66
El Paso, TX
Wells Fargo Clearing
Michael Pope is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.
Victor M
Series 63, Series 65
El Paso, TX
LPL Financial
Victor Mascorro Jr. is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Raymond James Financial Services, Inc. from 2000 to 2006 before joining Linsco Private Ledger, where he has been active since 2006. Outside of his advisory role, he is involved in selling non-variable fixed insurance products including group life, disability, and long-term care insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by both proprietary research and third-party subadvisors.
Lee L
Series 63, Series 65
El Paso, TX
Cetera
Lee Loper Jr. is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including VOYA Financial Advisors and Cetera Wealth Services. He has owned The Loper Group, a financial services business, since 2001. Outside of his advisory work, he serves as an Elder involved in church governance at Del Sol Church in El Paso, TX. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual, retirement plan, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services with various program structures, including access to third-party and affiliated money managers.
Daniel H
Series 66
El Paso, TX
Wells Fargo Clearing
Daniel Huerta Gonzalez is a Series 66-licensed financial advisor at Wells Fargo Clearing with three years of industry experience. He has held positions at Merrill, Bank of America N.A., and Wells Fargo Bank. Outside of his advisory role, he serves as a Match Observer for United Soccer Leagues, overseeing game safety and reporting. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party data.
Rafael M
Series 63, Series 65
El Paso, TX
LPL Financial
Rafael Menier is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. He is also involved with FirstLight Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management programs.
Adrian A
Series 63, Series 65
El Paso, TX
Wells Fargo Clearing
Adrian Avelar is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. He has been with Wells Fargo Clearing since 2018 and has worked at Wells Fargo Bank, N.A. since 2015. Outside of his advisory role, he owns SABEE HOLDINGS LLC, through which he records and edits world travel videos for a YouTube channel. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.
Nicolas R
Series 63, Series 65
El Paso, TX
LPL Financial
Nicolas Rich is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 credentials and 17 years of industry experience. He previously worked at Lincoln Financial Advisors and Valic Financial Advisors. Outside of his advisory role, he is involved in real estate rental activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including model portfolio programs and third-party asset management, supported by advanced research and operational tools.
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Finding advisors...
287 advisors near
79924
within the area shown on the map
Out of 400,000+ nationwide