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287 advisors near
79924
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Bradley B
Series 66
El Paso, TX
Edward Jones
Bradley Byers is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Dominique L
Series 66
El Paso, TX
LPL Financial
Dominique Lacarra is a Financial Advisor with Merrill Lynch Wealth Management based in El Paso, Texas. As a Merrill Financial Solutions Advisor and participant in the Merrill Lynch Wealth Management development program, she focuses on growing her client base and establishing a strong presence within the financial industry. Dominique works closely with clients to understand their priorities and develop personalized short-, mid-, and long-term financial goals. Her expertise covers a broad range of areas including general investing, retirement planning, and saving for unexpected expenses. She also facilitates access to Bank of America specialists for banking, credit, home financing, and small business solutions. Dominique holds the Personal Investment Advisor (PIA) designation and has earned a bachelor's degree from the University of Phoenix, following her graduation from Eastwood High School. Outside of her professional work, Dominique enjoys activities such as camping, fishing, hiking, interior decorating, painting, skydiving, spending time with family, and practicing yoga. Her approach centers on uncovering what matters most to clients and their families to help create strategies that pursue their financial goals.
Omar C
Series 66
El Paso, TX
Raymond James Financial
Omar Chavez is a financial advisor with Raymond James Financial in El Paso, TX, holding a Series 66 designation and eight years of industry experience. Prior to joining Raymond James in 2025, he worked at Ameriprise for eight years and Unified Insurance and Income Tax for two years. Outside of his advisory role, he serves as CEO of Chavez TBG Corp, a support company focused on financial advising and wealth management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers non-discretionary planning tailored to client goals using risk profiling and modeling tools, and supports municipal and public finance work through a unique affiliation with a municipal advisor.
Ryan B
Series 66
El Paso, TX
Raymond James Financial
Ryan Benway is a financial advisor with Raymond James Financial in El Paso, TX. He holds a Series 66 designation and is early in his career, having joined the industry in 2025. His prior work experience includes positions outside of finance, such as roles at Papa John’s Pizza and several educational institutions. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and utilizes analytical tools for outcome modeling, supporting clients through advisory programs and other providers.
Alfonso H
Series 63, Series 66
El Paso, TX
OSAIC
Alfonso Holguin is a financial advisor at OSAIC with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Securities America Advisors, Edward Jones, Wells Fargo Investments, and Charles Schwab. Holguin also provides insurance services as a General Lines Agent in Texas. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services using a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.
Manuel M
Series 63, Series 65
El Paso, TX
Merrill
Manuel Magallanes is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Wells Fargo Bank NA, Wells Fargo Clearing Services LLC, U.S. Bank and U.S. Bancorp Investments, Inc. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.
Kevin L
Series 66
El Paso, TX
Edward Jones
Kevin Long is a Series 66-licensed financial advisor with Edward Jones in El Paso, TX, where he has worked since 2014. He has 12 years of industry experience and also serves in the Army National Guard, a role he has held since 2002. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.
Stefanie W
Series 66
El Paso, TX
Merrill
Stefanie Welsch is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. She previously worked at Bank of America, N.A. and has five years of experience in homemaking. Outside of her advisory role, she is actively involved in the Junior League of El Paso and serves in leadership positions with the El Paso del Norte Stanford Alumni Club. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, and institutions with model-based and discretionary investment strategies developed by internal and third-party managers.
Ross S
Series 66
El Paso, TX
Wells Fargo Clearing
Ross Salas is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LPL Financial, BancWest Investment Services, BANK OF THE WEST, and Edward Jones. 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 and analytics from Wells Fargo Investment Institute and third-party sources.
Daniel S
Series 66
El Paso, TX
Wells Fargo Clearing
Daniel Smith is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding a Series 66 designation and 16 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, including pension and charitable organizations. The firm offers investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting, using research from Wells Fargo Investment Institute and third-party sources to inform its approach.
Raziel S
Series 66
El Paso, TX
Wells Fargo Advisors
Raziel Speer is a financial advisor at Wells Fargo Advisors based in El Paso, TX, holding a Series 66 designation with three years of industry experience. Prior to joining Wells Fargo, Speer worked at PNC Bank and Sunflower Bank and has held various roles outside finance, including positions at Chick-fil-A and Subway. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu with specialized services, using proprietary research and tools to develop tailored recommendations through meetings and written reports.
Gabriel V
Series 63, Series 66
El Paso, TX
J.P. Morgan Securities
Gabriel Vargas is a financial advisor at J.P. Morgan Securities with eight years of industry experience. He holds Series 63 and Series 66 designations and has worked at both Wells Fargo and JPMorgan Chase Bank. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.
Isaiah B
Series 66
El Paso, TX
Merrill
Isaiah Banuelos is a Wealth Management Advisor at Merrill Lynch Wealth Management. He specializes in developing financial strategies for high net worth individuals and business owners, focusing on areas such as college education planning, divorce transition planning, retirement income, liquidity management, and socially responsible investing. Isaiah is a qualified Portfolio Manager who manages personalized investment strategies that can include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. Isaiah began his career with Merrill in 2005 after earning degrees in Economics and Finance with a minor in Accounting from the University of Wisconsin-La Crosse. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP) certification and the Personal Investment Advisor (PIA) designation. He has demonstrated leadership and expertise in wealth management, having been named to Forbes/SHOOK "America’s Top Next-Generation Wealth Advisors" List in 2017. Isaiah lives in Plymouth with his wife, Matthew, and their children. He is active in the community, supporting nonprofit organizations such as Wishes & More and serving as a board member of the Gleason Lake Association. Outside of work, he enjoys interior decorating, music, painting, and spending time with his family.
Sergio C
Series 63, Series 65
El Paso, TX
Wells Fargo Clearing
Sergio Cervantez is a financial advisor with Wells Fargo Clearing in El Paso, TX. He holds Series 63 and Series 65 registrations and has been in the industry since 2022, with prior experience at Von Tez and Wells Fargo Bank, N.A. 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 roughly $671 billion in assets and provides both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.
Romel A
Series 65
El Paso, TX
LPL Financial
Romel Alvarado is a financial advisor with LPL Financial, holding a Series 65 designation and possessing eight years of industry experience. He previously worked at Kestra Financial, Inc. for eight years and The Herrera Group for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary and third-party strategies across multiple platforms.
Pedro G
Series 63, Series 66
El Paso, TX
Wells Fargo Clearing
Pedro Galicia is a financial advisor with Wells Fargo Clearing in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with Wells Fargo Bank NA since 2014. Outside of financial advising, he owns a company called Atomotive Advance Technologies LLC, which operates in industrial supplies. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients through 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 and analytics.
Mauricio F
Series 66
El Paso, TX
Merrill
Mauricio Felix III is a Senior Financial Advisor at Merrill Lynch Wealth Management. He began his career in the financial industry in 2007 when he joined Merrill Lynch Wealth Management as a Financial Advisor. Mauricio focuses on assisting clients who have experienced an unexpected windfall and require wealth management planning, executives in the maquiladora industry planning their retirement transition, and clients seeking to establish wealth transfer strategies for future generations. Mauricio holds a Bachelor's degree in Business Administration with a minor in Finance from ITESM. He is registered with FINRA holding Series 7, Series 66, and Series 3 licenses. Additionally, he has earned professional designations including Certified Investment Management Analyst (CIMA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is bilingual in English and Spanish. Outside of his professional work, Mauricio volunteers his time to promote economic mobility and teaches basic finance concepts aimed at breaking the cycle of poverty. He also enjoys hiking, running, and participating in marathons.
Walter C
Series 63, Series 65
El Paso, TX
Merrill
Walter Chayes is a financial advisor with Merrill in El Paso, TX, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has worked at Merrill since 1984 and concurrently at Bank of America since 2011. Outside of his advisory role, he serves as a board member of the El Paso Holocaust Museum, a charitable organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.
Cynthia R
Series 63, Series 65
El Paso, TX
LPL Financial
Cynthia Rivas is a financial advisor with LPL Financial in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her prior work includes roles at Graham Capital Strategies LLC, Princor Financial Services Corp, Principal Life Insurance Company, and Securian Financial Services, Inc. She also has involvement with Graham Capital Strategies LLC and Pivot Wealth Management, LLC. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by technology tools.
Sheridan P
Series 66
El Paso, TX
Merrill
Sheridan Pantoja is a Financial Advisor at Merrill Lynch Wealth Management specializing in personalized investment strategies, retirement planning, portfolio management, and financial education. His professional approach centers on building relationships tailored to each client's goals, priorities, and vision for the future. Sheridan focuses on helping individuals and families convert their income into long-term wealth through personalized financial plans. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Sheridan earned his High School Diploma from Andress High School. His expertise includes institutional investment consulting, legacy planning, managing new wealth, small business strategies, individual and corporate investment strategy, and retirement income planning. Sheridan is committed to expanding access to financial education, particularly within the Latino community. He participates in community outreach through organizations such as Better Money Habit, El Pasoans Fighting Hunger, and HOLA, where he helps promote financial literacy and wealth-building strategies. Sheridan communicates fluently in both English and Spanish.
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Finding advisors...
287 advisors near
79924
within the area shown on the map
Out of 400,000+ nationwide