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147 advisors near
76009
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Lyndol A
ChFC®
Cleburne, TX
Gradient Advisors, Llc
Lyndol Anderson is a ChFC® credentialed financial advisor with nine years of industry experience. He is currently affiliated with Gradient Advisors, LLC and is also the owner of West Texas Financial Solutions and West Texas Retirement Solutions, where he provides financial planning, advisory services, and insurance products. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm supports a large network of advisors and employs a combination of fundamental, technical, and cyclical analysis to deliver tailored portfolio strategies.
Timothy M
Series 63, Series 65
Mansfield, TX
PFG Advisors
Timothy Mangus is a financial advisor with PFG Advisors in Mansfield, TX, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at United Planners, OSAIC, Securities America, BBVA Wealth Solutions, and TdAmeritrade. PFG Advisors provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, retirement plans, and corporate clients. The firm employs a combination of macroeconomic allocation and fundamental/technical analysis, principally using index-based ETFs with periodic rebalancing, and supports both discretionary and non-discretionary account management.
Tyisha W
Series 66, Series 63
Crowley, TX
Concurrent Investment Advisors, LLC
Tyisha Wolfe is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at firms including Purshe Kaplan Sterling Investments, CNO Financial - Bankers Life Securities, and First Command Financial Services. Wolfe is the founder of Hattie's House Youth Solutions, an organization that provides real-world readiness training to underserved youth aging out of foster care and juvenile justice systems, and she owns Peniel Enterprises LLC, a personal care product business. Concurrent Investment Advisors, LLC is an SEC-registered firm serving individuals, families, businesses, and retirement plans with wealth management, investment management, and financial planning services. The firm manages approximately $15.7 billion in assets using a primarily long-term, portfolio-driven approach that includes ETFs, mutual funds, and selected securities tailored to client objectives and risk tolerance.
Justus W
Series 66
Mansfield, TX
Momentum Independent Network Inc.
Justus Winkler is a financial advisor with Momentum Independent Network Inc. and holds a Series 66 designation. He has one year of industry experience and previously worked at J Patterson Group, Inc/Momentum Independent Network, Da Capo Studio, Music Learning Band, Shelton Scholars, and Paciugo Gelato. Outside of finance, he works as a private contractor musician, playing guitar in various musical settings. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking clients through advisory and brokerage relationships. The firm offers a range of investment advisory programs, managed accounts, financial planning, retirement plan consulting, and brokerage services, with a platform model that integrates third-party managers and Hilltop affiliates.
Tony A
Series 66
Mansfield, TX
Advisor Share Wealth Management, LLC
Tony Adkison is a financial advisor with Advisor Share Wealth Management, LLC, holding a Series 66 designation and 15 years of industry experience. He has been involved in various roles, including stewardship coaching and estate planning services through Stewardship Legacy Coaching, LLC, and Stewardship Advisory Group, LLC. Outside of advisory work, he operates as an independent insurance agent and has experience in family legacy and business legacy coaching. Advisor Share Wealth Management, LLC serves individuals, high-net-worth clients, professional advisers, and retirement plans, offering investment advisory and financial planning services. The firm employs third-party sub-advisers and model portfolios and provides alternative investment options, operating with ERISA/IRC fiduciary obligations for retirement accounts.
James N
Series 63, Series 65
Alvarado, TX
RedHawk Wealth Advisors, Inc.
James Neathery is a financial advisor with RedHawk Wealth Advisors, Inc. in Alvarado, TX, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has worked at RedHawk Wealth Advisors since 2008 and has served as President and CEO of James C. Neathery & Associates Inc. since 1991, where he is involved in the sales and service of insurance products. Additionally, he engages in retail sales of books, DVDs, and numismatic coins. RedHawk Wealth Advisors serves individuals, high-net-worth clients, trusts, foundations, retirement plans, businesses, and captive insurance companies. The firm offers investment management, financial planning, and ERISA retirement-plan services, utilizing a structured investment committee, third-party risk tools, and multiple platform arrangements to support adviser recommendations.
Slade B
Series 63, Series 65
Burleson, TX
Archer Investment Corporation
Slade Buell is a financial advisor at Archer Investment Corporation with 10 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Archer since 2018. Outside of his advisory role, Buell provides tax preparation and accounting services through his businesses, Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation serves individuals, high-net-worth clients, trusts, pension plans, and investment companies with customized portfolio management and model-based strategies. The firm manages approximately $900 million, employing a disciplined investment process that incorporates cash flow analysis, risk tolerance, and diversified allocations across multiple asset classes.
Rex R
Series 63, Series 65
Cleburne, TX
Ausdal Financial Partners, Inc.
Rex Russell is a financial advisor at Ausdal Financial Partners, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has held prior roles at Moloney Securities Asset Management LLC and Wealth Advisor Marketing. Outside of his advisory work, Russell serves as a deacon and life group teacher at Northpointe Church, is an author receiving royalties from a published book, and chairs a committee for the nonprofit organization YoungLife. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers a range of services including advisor-managed accounts, separately managed accounts, and retirement-plan advisory, with investment strategies tailored to each client’s objectives and risk tolerance.
Kaylynn D
PFS™, Series 63
Mansfield, TX
Wealth Management
Kaylynn Dalebout is a financial advisor at Wealth Management in Mansfield, TX, with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and currently owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. She is also involved in managing an Airbnb property through Quiet Jungle Escape, LLC, and owns Iron Clad Excavation. Wealth Management serves a broad client base including individuals, pension and profit-sharing plans, trusts, corporations, and government entities. The firm employs a passive investment approach centered on no-load mutual funds and ETFs, emphasizing long-term, buy-and-hold strategies with periodic rebalancing, and provides fiduciary retirement-plan services and back-office support to other advisors.
J Paul P
Series 65, Series 63
Crowley, TX
Gradient Securities, LLC
J Paul Prasifka is a financial advisor with Gradient Securities, LLC, holding Series 65 and Series 63 credentials and possessing 20 years of industry experience. He previously worked at Rhodes Securities, Inc. for nine years before joining Gradient Securities in 2022. Prasifka serves as President Elect of the Fort Worth Texas Exes alumni association. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and combines fundamental, technical, and cyclical analysis, often utilizing third-party managers while maintaining detailed disclosure and oversight of related revenue-sharing and incentive arrangements.
Jay M
Series 63, Series 66
Cleburne, TX
Kestra Advisory
Jay Moore is a financial advisor with Kestra Advisory who holds Series 63 and Series 66 credentials and has 28 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC from 2016 to 2021 before joining Kestra in 2021. Outside of his advisory role, he is involved in real estate through managing membership in private real estate holdings. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, vendor benchmarking, and investment due diligence, serving various client types including large institutional investors.
John M
Series 65
Mansfield, TX
AE Wealth Management, LLC
John Mints Sr. is a financial advisor at AE Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked previously at Triumph Wealth Advisors, Inc. and Regal Investment Advisors. Outside of his advisory work, he serves as a committee member at the Mansfield Food Bank, where he speaks at events and contributes as a donor. AE Wealth Management is an SEC-registered adviser serving a diverse client base including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, and consulting through a platform that integrates multiple model managers and supports advisor customization.
Raymond R
Series 63, Series 65
Mansfield, TX
GWN Securities Inc.
Raymond Reed Pouncy is a financial advisor at GWN Securities Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Kass Inc., TD Ameritrade, Exceptional Home Healthcare, and Crowley ISD. Outside of his advisory work, he is a partner in several LLCs unrelated to investment activities. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.
Erin S
Series 63, Series 65
Cleburne, TX
PNC Wealth Management
Erin Stamper is a financial advisor at PNC Wealth Management with 36 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, discretionary digital model account pilot that uses algorithmic selection of investment strategies executed via mutual funds and ETFs. The firm’s approach includes third-party delegation for portfolio implementation and voting, with features tailored to employee participants.
Jeremy P
Series 65
Mansfield, TX
AE Wealth Management, LLC
Jeremy Pillow is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 credential and has worked at firms including Triumph Wealth Advisors, Inc. and Biltmore Financial Services, where he also assists in selling annuities and life insurance. Prior to his advisory career, he worked in education with Arlington ISD and Plano ISD. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses a model portfolio and direct asset management approach with discretionary models supported by fundamental, technical, and cyclical analysis.
Meggan P
Series 63, Series 66
Burleson, TX
Guardian Life
Meggan Pierce is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. She has 17 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, First Command Financial Planning, and TD Ameritrade. Her current firm, Park Avenue Securities LLC, serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised fund options.
Galilea H
Series 63, Series 66
Mansfield, TX
Empower Advisory Group
Galilea Hernandez is a financial advisor at Empower Advisory Group with three years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TD Ameritrade and Charles Schwab. Hernandez’s background also includes roles outside finance, such as positions at Dave & Buster's and The Home Depot. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to IRA and retail brokerage clients. The firm’s investment approach emphasizes long-term portfolio returns and annual rebalancing, delivered through an integrated platform connected to Empower’s recordkeeping and administrative services.
Lindsay L
CFP®, Series 63, Series 66
Cedar Hill, TX
Hornor, Townsend & kent, LLC
Lindsay Landin is a CFP® professional with 21 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 2004. She holds Series 63 and Series 66 licenses and is involved in insurance brokerage activities, including life, health, disability, long-term care, and annuity product sales through multiple carriers. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight. The firm offers financial planning and consulting through various advisory models, including third-party asset manager platforms and non-discretionary investment management.
Tammy H
Series 65
Mansfield, TX
AE Wealth Management, LLC
Tammy Holt is a financial advisor at AE Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Biltmore Financial Services and in educational roles with Arlington and Fort Worth Independent School Districts. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a combination of fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion for over 127,000 clients.
Michael D
ChFC®, Series 63, Series 66
Mansfield, TX
Eagle Strategies (NY Life)
Michael Duke is a ChFC® credentialed financial advisor with 17 years of industry experience. He has been with Eagle Strategies (NY Life) since 2017 and also operates Duke Financial & Insurance Strategies. He has held affiliated roles with New York Life and its related entities since 2013. Eagle Strategies serves a broad mix of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types tailored to client and plan sponsor objectives, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.
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Finding advisors...
147 advisors near
76009
within the area shown on the map
Out of 400,000+ nationwide