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James J
Series 66
Fort Worth, TX
First Command Advisory Services
James Jenkins II is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and one year of industry experience. His prior roles include work with First Command Financial Services, self-employed writing and research, and a background in military service. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by a centralized investment team and wealth portfolio managers.
Rimannuel A
Series 63, Series 66
Grand Prairie, TX
Schwab Wealth Advisory
Rimannuel Appling is a financial advisor with Schwab Wealth Advisory and holds Series 63 and Series 66 licenses. He has 14 years of industry experience with prior roles at Charles Schwab & Co., Inc., Loan Depot, and TIAA-CREF. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement planning, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within the Schwab ecosystem and does not charge clients directly, distinguishing its model from many enterprise wealth managers.
Cheryl M
Series 66
Ft. Worth, TX
Sanctuary Advisors, LLC
Cheryl Mccarson is a financial advisor with Sanctuary Advisors, LLC in Ft. Worth, TX, holding a Series 66 designation and 18 years of industry experience. She previously worked at Merrill Lynch, Pierce, Fenner and Smith for 10 years before joining Sanctuary Wealth in 2021. Outside of her advisory role, she is a commissioned notary. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports its network of over 400 independent advisors with a variety of portfolio management options, including separately managed accounts and unified managed accounts, and employs multiple analytical approaches within a fiduciary framework.
Karel S
Series 63, Series 66
Arlington, TX
Kestra Advisory
Karel Story is a financial advisor with Kestra Advisory in Arlington, TX, holding Series 63 and Series 66 designations and totaling 30 years of industry experience. Prior to joining Kestra Advisory and Kestra Investment Services LLC in 2022, he spent 20 years with World Choice Securities, Inc. He is also involved in financial coaching, providing client relationship management and support services to Representatives and RIAs. Kestra Advisory Services offers investment advisory and retirement-plan consulting to a diverse client base that includes institutional and individual investors. The firm provides fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients ranging from plan sponsors to sovereign wealth funds.
Marnie F
Series 66
Fort Worth, TX
First Command Advisory Services
Marnie Flynn is a Series 66 licensed financial advisor with nine years of industry experience, currently with First Command Advisory Services. She has worked at firms including Robinhood Markets, Charles Schwab, and First Command Financial Services. Outside of her advisory roles, she was involved with Junque to Jewels from 2018 to 2021. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.
Kenneth H
Series 66
Fort Worth, TX
First Command Advisory Services
Kenneth Hopkins is a financial advisor at First Command Advisory Services with 15 years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for 16 years. Hopkins is based in Fort Worth, TX. 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, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.
Angelo C
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Angelo Corbo is a financial advisor with First Command Advisory Services and holds Series 63 and Series 65 licenses. He has two years of industry experience following nine years of service in the U.S. Army. Outside of advisory work, he is the owner of a non-investment-related auto detailing business. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and wrap-fee asset management programs, utilizing a centralized Investment Management Team and Wealth Portfolio Managers to construct and manage portfolios from approved mutual funds, ETFs, and third-party managers.
Mason K
CFA®
Fort Worth, TX
Luther King Capital Management Corporation
Mason King is a CFA® charterholder with 13 years of industry experience. He has worked at Luther King Capital Management Corporation in Fort Worth, TX since 2004, totaling 22 years at the firm. Luther King Capital Management Corporation advises institutional and individual clients, including trusts, foundations, pension plans, government entities, and registered investment companies. The firm offers a range of services such as separately managed portfolios, sub-advisory and model portfolio services, and serves as investment adviser to seven mutual funds.
John K
CFA®
Fort Worth, TX
Luther King Capital Management Corporation
John King is a CFA® charterholder with 20 years of industry experience. He has been with Luther King Capital Management Corporation since 1994. The firm advises a diverse client base including individuals, trusts, foundations, pension plans, government entities, registered investment companies, and private investment partnerships. Luther King Capital Management Corporation manages separate accounts, sub-advisory and model portfolio services, and the LKCM Funds, employing fundamental, bottom-up analysis across various equity and fixed income strategies.
Bret K
Series 66
Fort Worth, TX
First Command Advisory Services
Bret Kelley is a financial advisor at First Command Advisory Services with eight years of industry experience. He holds the Series 66 designation and has been with First Command since 2018. Outside of his advisory role, he serves as Vice President on the board of BNI - Business after Business, where he helps with meeting management and group efficiency. First Command Advisory Services is an SEC-registered investment adviser that serves 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, utilizing a centralized Investment Management Team to select and monitor portfolios and managers.
Sherri J
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Sherri Jannise is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. Her prior roles include positions at TIAA-CREF, TD Ameritrade, and multiple divisions within First Command since 2017. Outside of her advisory work, she is a minority partner and officer in a locksmith business with no day-to-day involvement. 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 through a centralized investment team and wealth portfolio managers.
Karyn W
Series 65, Series 63
Fort Worth, TX
First Command Advisory Services
Karyn Wejemark is a financial advisor at First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has recently entered the industry. Her prior experience includes roles at First Command Insurance Services and First Command Brokerage Services, as well as work with the Turn the Tables Foundation. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.
Alysia P
Series 66
Arlington, TX
Empower Advisory Group
Alysia Park is a financial advisor at Empower Advisory Group with 13 years of industry experience. She holds the Series 66 designation and previously worked at United Capital Financial Advisers from 2017 to 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain IRA and retail brokerage account holders. The firm offers integrated services that combine proprietary and third-party planning methodologies with recordkeeping and administrative platforms.
Luke R
Series 66
Irving, TX
Goldman Sachs Wealth Services
Luke Roe is a financial advisor with Goldman Sachs Wealth Services based in Irving, TX. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he had brief employment in the country club and trailer leasing sectors. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of specialized wealth and wellness programs, leveraging the broader Goldman Sachs platform and its affiliated entities.
Thomas F
Series 66
Fort Worth, TX
First Command Advisory Services
Thomas Finneran is a financial advisor at First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation with five years of industry experience. He has served in the United States Air Force and is co-owner of Aquila Gin, a craft gin business. He is also the author of a published e-book. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Robert B
Series 66
Fort Worth, TX
Sanctuary Advisors, LLC
Robert Brown is a financial advisor at Sanctuary Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Truist Advisory Services, BB&T Securities, Bank of America, and Merrill. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and retirement plan consulting through a large network of independent investment adviser representatives using various investment approaches and account types.
Billy R
Series 66
Fort Worth, TX
First Command Advisory Services
Billy Ramsey is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and six years of industry experience. He has worked exclusively within the First Command organizations since 2019, following a decade as a homemaker prior to entering the financial sector. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized Investment Management Team to design and manage model portfolios using a range of mutual funds, ETFs, and third-party managers.
Angela E
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Angela Etheridge is a financial advisor with First Command Advisory Services in Fort Worth, TX. She holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she served six years in the United States Air Force. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers comprehensive financial planning and multiple wrap-fee asset management programs, utilizing a centralized Investment Management Team to select and monitor model portfolios and third-party managers.
Lacey S
Series 66
Fort Worth, TX
First Command Advisory Services
Lacey Sarafin is a financial advisor at First Command Advisory Services with one year of industry experience. She holds a Series 66 designation and has worked in various roles including positions at Scandinavian Designs furniture and Brillen Voigt Optiker prior to joining First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using a prescreened selection of funds and third-party managers.
Lancer H
Series 66, Series 63
Fort Worth, TX
First Command Advisory Services
Lancer Hopkins is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and having two years of industry experience. Prior to his advisory career, he served 22 years in the U.S. Army. Hopkins has also worked across several entities within First Command since 2023. 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 provides financial planning and multiple wrap-fee asset management programs managed through a centralized investment team and wealth portfolio managers.
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2,183 advisors near
76015
within the area shown on the map
Out of 400,000+ nationwide