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235 advisors near
79424
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Taylor R
CFP®
Lubbock, TX
EQ Wealth Advisors
Taylor Reasoner is a CFP® professional with one year of industry experience, currently serving as an advisor at EQ Wealth Advisors in Lubbock, TX. Prior to joining EQ Wealth Advisors, Taylor worked at Texas Tech University and held roles in mortgage and administrative consulting. Outside of financial advising, Taylor has provided administrative support consulting for Oberkampf Supply. EQ Wealth Advisors offers discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that incorporates a mix of ETFs, mutual funds, equities, fixed income, and alternative investments, with a focus on tax-aware strategies and broad financial planning, including tax preparation services.
Brit I
Series 65
Lubbock, TX
Amicus Financial Advisors, LLC
Brit Inman Swanson is a financial advisor at Amicus Financial Advisors, LLC with seven years of industry experience. She holds a Series 65 designation and has been with Amicus in its various forms since 2007. Outside of her advisory role, Swanson is a lawyer and also serves as a partner in a cotton farming operation and as Vice President of a Texas-based corporation focused on agricultural business. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, and corporations. The firm employs a multi-cap, multi-style investment approach, managing portfolios on a discretionary basis with a blend of active and passive vehicles tailored through individualized Investment Policy Statements.
Rolando R
Series 63, Series 66
Lubbock, TX
Lonestar Registered Investment Advisors, LLC
Rolando Rodriguez is a financial advisor at Lonestar Registered Investment Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with NYLIFE Securities LLC, American United Life, and OneAmerica Securities. Outside of his advisory role, he serves as the Parish Council President for Our Lady of Grace and is a referee for the Texas Association of High School Officials. Lonestar Registered Investment Advisors, LLC provides financial planning and retirement-plan advisory services to individuals, high-net-worth clients, and institutional plan sponsors, primarily acting as a co-advisor to third-party money managers. The firm offers comprehensive financial plans, periodic account reviews, and employs fundamental, technical, and cyclical analysis in its processes.
Evan E
Series 65
Lubbock, TX
Lonestar Registered Investment Advisors, LLC
Evan Elzenberger is a financial advisor at Lonestar Registered Investment Advisors, LLC in Lubbock, TX. He holds a Series 65 credential and has experience in the drilling industry prior to joining the firm. Lonestar Registered Investment Advisors provides financial planning and retirement-plan advisory services to individuals, high-net-worth clients, and institutional plan sponsors. The firm primarily acts as a co-advisor to third-party money managers, assisting with investment model selection while delegating portfolio management and trade execution.
Redina F
Series 63, Series 66, Series 65
Lubbock, TX
Innovative Advisory Group
Redina Franklin is a financial advisor at Innovative Advisory Group with 27 years of industry experience. She holds Series 63, 65, and 66 licenses and has previously worked at Amicus Financial Advisors, Park Avenue Securities, and Guardian Life Insurance. Outside of her advisory role, Franklin has been involved with Mary Kay Cosmetics for over two decades and is also a licensed independent insurance producer in Texas. Innovative Advisory Group serves individuals, trusts, estates, corporations, and employer-sponsored plan participants with investment management and financial planning. The firm employs a multi-strategy portfolio management approach and offers specialized services including retirement plan consulting and family-office style engagements.
George A
CFP®, Series 65
Lubbock, TX
Amicus Financial Advisors, LLC
George Allen is a CFP® and holds a Series 65 license, currently serving at Amicus Financial Advisors, LLC with one year of industry experience. His prior roles include positions at Evensky & Katz / Foldes Wealth Management, SFMG Wealth Advisors, Buckingham Strategic Wealth, and Redwood Wealth Development Group. He also worked at Texas Tech University for three years before entering the advisory field. Amicus Financial Advisors, LLC provides comprehensive financial planning, retirement and tax planning, non-legal trust and estate planning, insurance planning, settlement planning, and investment advisory services to individuals, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style, multi-manager investment approach combining active and passive strategies, supported by tools such as mean-variance optimization and Monte Carlo analysis to guide portfolio allocations and rebalancing.
Zachary S
Series 65
Lubbock, TX
Lonestar Registered Investment Advisors, LLC
Zachary Scott is a financial advisor at Lonestar Registered Investment Advisors, LLC with Series 65 registration and one year of industry experience. Prior to joining Lonestar, he worked at Northwestern Mutual for one year and was a full-time student for eight years. Lonestar Registered Investment Advisors, LLC provides financial planning and retirement-plan advisory services to individuals, high-net-worth clients, and institutional plan sponsors. The firm operates mainly as a co-advisor to third-party money managers, assisting with investment model selection while delegating portfolio management and trade execution.
David T
CFP®, CFA®, Series 65
Lubbock, TX
Amicus Financial Advisors, LLC
David Tombs is a CFP®, CFA®, and Series 65 credentialed advisor with 10 years of industry experience. He has been with Amicus Financial Advisors, LLC since 2015. Amicus Financial Advisors, LLC provides comprehensive financial planning and investment advisory services to individuals, high-net-worth clients, trusts, charitable organizations, pension and profit-sharing plans, and corporations. The firm employs a multi-cap, multi-style investment approach blending active and passive vehicles and manages portfolios based on individualized Investment Policy Statements.
Eric C
Series 63, Series 66
Lubbock, TX
Kingsview Wealth Management, LLC
Eric Caswell is a financial advisor at Kingsview Wealth Management, LLC with 24 years of industry experience. He previously worked at Edward Jones for 22 years before joining Kingsview in 2023. Outside of his advisory role, Caswell serves as a board member of Brownfield Farmers Cooperative and is involved in several agricultural ventures, including a family farming operation and a cattle business. Kingsview Wealth Management is an SEC-registered adviser managing approximately $6.7 billion and serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, charitable organizations, and businesses. The firm offers wealth management, financial planning, and asset management services through advisor-led planning combined with model-based and separately managed strategies.
Ladonna S
CFP®, Series 63
Lubbock, TX
Wealth Watch Advisors, Inc
Ladonna Scott is a CFP®-designated financial advisor with 39 years of industry experience, currently with Wealth Watch Advisors, Inc. since 2019. Her prior roles include positions at Sagepoint Financial, INC. and AFLAC Insurance, and she also owns Scott Financial Services, where she operates as an insurance agent. Wealth Watch Advisors serves a diverse client base, including individuals, pension plans, trusts, charitable organizations, corporations, and other registered investment advisers. The firm combines quantitative, qualitative, and technical methods in its investment approach, utilizing third-party model managers and offering access to approved alternative private placements for eligible investors.
Preston T
Series 66
Lubbock, TX
The AmeriFlex Group
Preston Tharp is a Series 66-licensed financial advisor with six years of industry experience. He is currently with The AmeriFlex Group and has worked previously at Cambridge Investment Research, OSAIC, Cetera, CETERA Advisor Networks LLC, Wall3 Financial, and Peoples Bank of Texas. Outside of his advisory role, he is an independent insurance agent with Intuitive Solutions Insurance and Wealth Strategies, LLC. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Dennis W
ChFC®, Series 63
Lubbock, TX
The AmeriFlex Group
Dennis Wall is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with The AmeriFlex Group and has previously worked at Cambridge Investment Research, OSAIC, and Cetera. Outside of advising, he serves as a volunteer committee member for the First Christian Church in Lubbock, TX. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.
Tyson M
Series 66
Lubbock, TX
The AmeriFlex Group
Tyson Meil is a financial advisor at The AmeriFlex Group with two years of industry experience and a Series 66 designation. Prior to joining AmeriFlex, he worked with Osaic and Cambridge Investment Research. In addition to his advisory role, Meil serves as a police officer for Brownfield Independent School District, where he is responsible for campus security and enforcing district policies. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and manager relationships.
Joel S
CFP®, ChFC®, Series 66
Lubbock, TX
Mariner Independent
Joel Suarez is a financial advisor at Mariner Independent with 26 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Monarch Private Wealth and VOYA Financial Advisors. In addition to his advisory work, Suarez is an independent insurance agent specializing in fixed insurance products such as annuities and life insurance. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers both model portfolios and discretionary management through independent Investment Adviser Representatives and integrates institutional and retirement plan resources to support its clients.
Kathleen W
Series 63, Series 66
Lubblock, TX
Independent Wealth Network, Inc.
Kathleen Williams Price is a financial advisor with Independent Wealth Network, Inc. She holds Series 63 and Series 66 licenses and has 31 years of industry experience. Her prior roles include positions at McDermott Investment Services, Brokers International Financial Services, and Lowell And Company Inc. Outside of her advisory work, she teaches water aerobics and is involved in Medicare supplement plan sales. Independent Wealth Network, Inc. provides advisory services to individuals, trusts, pension and profit-sharing plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers and model portfolios, tailoring strategies to client goals through various investment approaches including fundamental and technical analysis.
John S
CFP®
Lubbock, TX
Evensky & Katz/Foldes Wealth Management
John Salter is a CFP® professional with 18 years of industry experience, currently serving at Evensky & Katz/Foldes Wealth Management since 2014. Prior to this, he was affiliated with Texas Tech University for 19 years. Outside of advising, he is co-owner and President of Salter Precision Machining, a manufacturing company based in Katy, Texas. Evensky & Katz/Foldes Wealth Management is a fee-only advisory firm serving individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on client goals, using a core-and-satellite portfolio strategy with low-cost index funds and ETFs supplemented by specialty allocations and alternative investments where appropriate.
Lucas F
Series 63, Series 65
Lubbock, TX
The AmeriFlex Group
Lucas Ford is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 registrations and bringing 24 years of industry experience. His prior roles include positions at FSC Securities Corporation and L&L Insurance. Outside of his advisory work, Ford serves on the finance committee board at St. Luke's Methodist Central Church and is involved in animal husbandry through a shared ownership interest in a local farm. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals—including high-net-worth clients—corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering customized strategies through a variety of platforms and solutions.
Kaylyn A
CFP®
Lubbock, TX
Evensky & Katz/Foldes Wealth Management
Kaylyn Adams is a CFP® professional at Evensky & Katz/Foldes Wealth Management with six years of industry experience. She has been with the firm since 2017, including time spent at Texas Tech University prior to her advisory role. Evensky & Katz/Foldes Wealth Management provides fee-only wealth management and investment advisory services to individuals, trustees, retirement plans, charities, and small businesses. The firm employs a wealth-management approach centered on documented client goals, combining strategic asset allocation with an equity core-and-satellite framework using primarily low-cost index funds and ETFs alongside specialty allocations and alternative vehicles where appropriate.
Wade C
Series 63, Series 65
Lubbock, TX
The AmeriFlex Group
Wade Cross is a financial advisor with The AmeriFlex Group, holding Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at Cambridge Investment Research, OSAIC, Cetera, and Intuitive Solutions Insurance and Wealth Strategies, where he is also an owner involved in trading activities. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers customized portfolio management, financial planning, third-party manager selection, and retirement consulting, utilizing model asset allocations and discretionary or non-discretionary manager relationships.
Wilfred C
Series 63, Series 65
Lubbock, TX
Prospera Financial Services, inc.
Wilfred Carter is a financial advisor with Prospera Financial Services, Inc. in Lubbock, TX, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has worked at Prospera since 2005, following prior roles at Wells Fargo Advisors, Wells Fargo Clearing, and Prudential Equity Group. Outside of his advisory work, he is the sole owner of WC Deo Volente Enterprise, Inc. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs including those sponsored by PFS and third-party platforms.
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Finding advisors...
235 advisors near
79424
within the area shown on the map
Out of 400,000+ nationwide