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286 advisors near
79901
within the area shown on the map
Out of 400,000+ nationwide
George G
Series 63, Series 66
El Paso, TX
Strategic Financial Concepts, LLC
George Gomez is a financial advisor with Strategic Financial Concepts, LLC in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at LPL Financial LLC and Lincoln Financial Securities Corporation. He provides investment advisory services through Strategic Financial Concepts, an independent registered investment advisor firm. Strategic Financial Concepts offers personalized investment advisory and financial planning services to individuals, high-net-worth households, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs both fundamental and technical analysis, model portfolios, and third-party manager solutions with ongoing supervision and rebalancing, often integrating financial planning with investment management.
Bernard S
Series 63, Series 65
El Paso, TX
OneSeven
Bernard Semon is a financial advisor with OneSeven in El Paso, TX, holding Series 63 and Series 65 designations and 28 years of industry experience. Before joining OneSeven in 2024, he worked for Raymond James and Associates from 2015 to 2024. He serves as a board member with El Paso Pro-Musica. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, employing a primarily long-term investment approach with access to diversified portfolios and alternative investments.
Michael D
CFP®, Series 63, Series 65
El Paso, TX
Prospera Financial Services, inc.
Michael Du Boise is a CFP® with 24 years of industry experience, currently serving at Prospera Financial Services, Inc. since 2020. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Outside of financial advising, he is a partner in Bigtime Living LLC, a non-investment-related business. Prospera Financial Services, Inc. is a multi-team advisory firm managing approximately $14.4 billion in client assets across individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning and portfolio management through various advisory programs and platforms, combining discretionary and non-discretionary management with model portfolios and third-party money managers.
Travis D
Series 63, Series 66
El Paso, TX
Navy Federal Investment Services, LLC
Travis Dixon is a financial advisor with Navy Federal Investment Services, LLC in El Paso, TX, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. His prior roles include positions at J.P. Morgan Chase, NYLife Securities, Madison Avenue Securities, and Mirau Capital Management. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily uses managed advisory programs with third-party portfolio managers on the Envestnet platform, supported by an investment committee that conducts due diligence and quarterly reviews.
Michael H
Series 63, Series 66
El Paso, TX
M HOLDINGS SECURITIES, Inc.
Michael Houghton is a financial advisor with M HOLDINGS SECURITIES, Inc. in El Paso, TX, holding the Series 63 and Series 66 designations and 14 years of industry experience. He has been with M HOLDINGS and Houghton Financial Partners since 2014. Outside of advisory work, he serves on the board of trustees for the Hospitals of Providence East Campus and is a board member at WestStar Title. M HOLDINGS SECURITIES, Inc. serves individuals, retirement plans, charitable organizations, corporations, and other business entities through a nationwide network of independent firms and financial professionals, offering a range of advisory and brokerage services including discretionary and non-discretionary investment management, retirement plan consulting, and financial planning.
Kenneth H
Series 63
El Paso, TX
Consolidated Portfolio Review Corp
Kenneth Hewitt Sr. is a financial advisor with Consolidated Portfolio Review Corp in El Paso, TX, holding a Series 63 designation and having 33 years of industry experience. He has worked at Vanderbilt Securities, LLC and Western International Securities, Inc., and owns Hewitt Planning Services, a fee-based investment and insurance business he has operated since 1994. Consolidated Portfolio Review Corp serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plans, offering managed accounts, financial planning, and access to third-party advisors. The firm employs strategic asset allocation with fundamental and technical analysis and integrates a network of affiliated financial entities and service providers within its platform.
Jorge T
Series 63, Series 66
El Paso, TX
Gradient Securities, LLC
Jorge Trevino is a financial advisor at Gradient Securities, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Prima Insurance and Wealth Management, LLC, Quest Capital Strategies, Inc., and Trev Corp Financial Services. He is also involved with Prima Insurance and Wealth Management as an insurance agent. Gradient Securities, operating as Gradient Wealth Management, provides financial planning, consulting, non-discretionary asset management, and ERISA plan services to individuals and various business entities. The firm combines SEC-registered advisory services with broker-dealer activities and often uses third-party managers in its investment approach.
Ernesto M
Series 66
El Paso, TX
Blackridge Asset Management, LLC
Ernesto Mendoza is a financial advisor with Blackridge Asset Management, LLC in El Paso, TX. He holds a Series 66 designation and has 12 years of industry experience. Prior to joining Blackridge Asset Management in 2018, Mendoza worked at Edward Jones and Securities America. Outside of his advisory role, he operates an online business selling new and used watches. Blackridge Asset Management provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analyses and manages most client accounts through a model-based asset management platform.
Charles D
Series 66
El Paso, TX
Madison Avenue Securities, LLC
Charles Dodds is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones, U.S. Bancorp Investments, and Merrill. Beyond his advisory role, Dodds serves as Vice President on the board of the PDN Children's Development Center, a nonprofit supporting children with autism and other learning disabilities. Madison Avenue Securities provides investment advisory and brokerage services to individual and high-net-worth clients, including pension consulting and services for charitable institutions. The firm offers discretionary and non-discretionary portfolio management through multiple platforms and uses a variety of investment vehicles to tailor client portfolios.
Ruben S
Series 66
El Paso, TX
International Assets Investment Management, LLC
Ruben Salas is a financial advisor with International Assets Investment Management, LLC, holding a Series 66 designation and over 21 years of industry experience. He has worked at International Assets Investment Management and its affiliate since 2017 and held prior roles at Sun City Wealth Management and LPL Financial. Outside of advisory work, Salas is involved in the restaurant and bar business as a partner or managing member of several establishments in El Paso, Texas. International Assets Investment Management serves individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisor representatives. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party wrap and manager programs, pursuing customized, long-term investment strategies that include mutual funds, ETFs, equities, and fixed income.
Ma P
Series 66
El Paso, TX
BBVA Global Wealth Advisors, Inc.
Ma Palacios De Hernandez is a financial advisor with BBVA Global Wealth Advisors, Inc. holding a Series 66 designation and 15 years of industry experience. Her prior roles include positions at Insigneo Advisory Services LLC, PNC Investments, and various BBVA-affiliated firms. She also serves as an insurance agent with BBVA Global Wealth Insurance, Inc., where she refers clients to the insurance agency. BBVA Global Wealth Advisors serves individual and high-net-worth clients, businesses, and family offices, primarily through portfolio advisory and wrap-fee programs. The firm emphasizes non-discretionary asset management aligned with client risk profiles, leveraging BBVA S.A.’s global investment resources and a combination of strategic and tactical asset allocation.
Erika M
Series 63, Series 65
El Paso, TX
Strategic Financial Concepts, LLC
Erika Marin is a financial advisor with Strategic Financial Concepts, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at LPL Financial since 2012. In addition to her advisory role, she is a commissioned notary and holds licenses for life, disability, and long-term care insurance. Strategic Financial Concepts, LLC provides personalized investment advisory and financial planning services to individuals, plans, trusts, charities, and businesses. The firm offers discretionary investment management using model portfolios and third-party managers, with a notable focus on insurance-related activities alongside traditional investment solutions.
Enrique H
Series 66
El Paso, TX
Independent Wealth Network, Inc.
Enrique Hernandez Jr. is a financial advisor with Independent Wealth Network, Inc. He holds a Series 66 designation and has 25 years of industry experience. His prior roles include positions at Emerson Equity LLC, APA-CIA LLC, Midland National Life Insurance, and Guardian Life Insurance Company. Outside of advisory work, he is involved in managing a family rental property through an LLC formed with his brother. Independent Wealth Network serves a diverse client base including individuals, trusts, pension plans, estates, charitable organizations, and corporations. The firm offers discretionary portfolio management, financial planning, and access to third-party managers and model portfolios, tailoring investment strategies to client goals and risk tolerances.
Moises F
Series 63, Series 66
El Paso, TX
PNC Wealth Management
Moises Flores is a financial advisor with PNC Wealth Management in El Paso, TX, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His career includes roles at Edward Jones, TD Ameritrade, and Scottrade. He has also served as co-director for the 2026 Men's ACTS Retreat and was the owner of a non-investment business, Smart Goals Indoor Sports. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available via invitation to employees with PNC Bank online credentials. The firm employs approved model strategies using mutual funds and ETFs, with portfolio implementation delegated to third parties and an emphasis on algorithm-driven enrollment and risk assessment.
Victor G
Series 63, Series 66
Canutillo, TX
Valic Financial Advisors
Victor Gomez is a financial advisor with Valic Financial Advisors who holds Series 63 and Series 66 licenses and has 26 years of industry experience. His prior roles include positions at Legend Advisory Corporation, Legend Equities Corporation, Lincoln Investment, and Agia. Outside of investment advisory, he is also an agent for non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management and financial planning services through a large network of advisors. The firm uses discretionary unified managed accounts with Envestnet’s platform and provides tax-aware and ESG overlay options.
Charles D
CFP®, ChFC®, Series 63, Series 65
El Paso, TX
Commonwealth Financial Network
Charles Dodds Jr. is a CFP® and ChFC® with 40 years of industry experience. He is currently with Commonwealth Financial Network and co-owns Dodds Wealth Management Group LLC. His prior experience includes seven years at Raymond James & Associates. Commonwealth Financial Network is a national registered investment adviser that supports approximately 2,950 advisors and their clients by providing advisory programs, technology, and operational support. The firm offers a range of portfolio management options, including discretionary model portfolios and personalized indexing strategies.
Matthew T
Series 65, Series 63
El Paso, TX
First Command Advisory Services
Matthew Turner is a financial advisor at First Command Advisory Services in El Paso, Texas, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to his current role, he worked at Keller Williams Realty as a real estate salesperson assisting clients with property transactions. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed centrally by an Investment Management Team and Wealth Portfolio Managers.
Pablo M
ChFC®, Series 63, Series 66
El Paso, TX
Eagle Strategies (NY Life)
Pablo Magdaleno Carlos is a financial advisor with Eagle Strategies (NY Life) based in El Paso, TX, holding the ChFC® designation and securities licenses Series 63 and 66. He has nine years of industry experience and has held roles at Crown Wealth Strategies LLC, Eagle Strategies LLC, Nylife Securities LLC, and New York Life Insurance Co. He serves in leadership and finance committee roles on the boards of several local nonprofit organizations focused on children's health and bereavement support. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors, institutional clients, and plan sponsors. The firm delivers tailored advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.
Jonathan K
Series 66, Series 63
El Paso, TX
Empower Advisory Group
Jonathan Kronmiller is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds the Series 66 and Series 63 designations. His prior roles include positions at J.P. Morgan Securities and JPMorgan Chase Bank NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.
Elizabeth R
Series 63, Series 66
El Paso, TX
Commonwealth Financial Network
Elizabeth Ruvalcaba is a financial advisor with Commonwealth Financial Network in El Paso, TX, holding Series 63 and Series 66 licenses and 29 years of industry experience. Her prior roles include advisory positions at Dodds Wealth Management Group, Wells Fargo Advisors, Wells Fargo Clearing Services, and Morgan Stanley. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and managing about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, and custodial services.
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Finding advisors...
286 advisors near
79901
within the area shown on the map
Out of 400,000+ nationwide