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2,222 advisors near
76102
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Out of 400,000+ nationwide
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 Series 66 licensed financial advisor with eight years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. He has worked within various entities of First Command since 2018. Outside of his advisory role, he serves as Vice President of BNI - Business Network International, where he contributes to group efficiency and oversees meeting operations. First Command Advisory Services is an SEC-registered firm 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 by a centralized Investment Management Team and Wealth Portfolio 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 with Series 65 and Series 63 credentials. She has one year of industry experience and has held prior roles within various First Command entities. Outside of her advisory work, she has volunteered with the Turn the Tables Foundation. 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, delivering investment management through a centralized team that selects and monitors 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.
Jay B
Series 63, Series 66
Fort Worth, TX
Guardian Life
Jay Bartley is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 21 years of industry experience, including tenure at Merrill, Comerica Securities, Commonwealth Financial Network, and Wells Fargo Investments. Bartley is a member of the Tarrant County Bar Association and serves on the Board of Directors for Community Healthcare of Texas, a nonprofit hospice. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, access to insurance products, alternative investments, and a range of integrated lending options.
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.
Dione C
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Dione Carroll is a financial advisor at First Command Advisory Services with Series 63 and Series 66 licenses and four years of industry experience. Her prior work includes roles at Wells Fargo Clearing, JPMorgan Chase Bank, J.P. Morgan Securities, and T. Rowe Price Advisory Services. She is based in Fort Worth, Texas. 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 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.
Zachariah E
Series 66
Fort Worth, TX
First Command Advisory Services
Zachariah Eubanks is a Series 66-registered financial advisor with First Command Advisory Services in Fort Worth, TX, with three years of industry experience. Prior to his advisory role, he served six years in the US Army and currently serves as a Logistics Officer in the US Army Reserve. He is also a shareholder in Prairie Fire Advisors, Inc. 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 managed by a centralized Investment Management Team.
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 at First Command Advisory Services with two years of industry experience. He holds Series 66 and Series 63 credentials and previously served 22 years in the U.S. Army. Hopkins has worked at several affiliated First Command entities since 2023. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers, using a platform-based approach and employee ownership.
Erica B
CFP®, Series 66
Fort Worth, TX
First Command Advisory Services
Erica Brown is a CFP® professional at First Command Advisory Services with 22 years of industry experience. She has worked with First Command Advisory Services since 2015 and previously at Waddell & Reed from 2004 to 2007. 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 a range of wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.
Michael R
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Michael Rodgers is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with First Command Advisory Services since 2015 and also affiliated with First Command Financial Planning Inc. since 2013. 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 various wrap-fee asset management programs featuring model portfolios managed by a centralized Investment Management Team and Wealth Portfolio Managers.
Mark W
CFP®, Series 63
Fort Worth, TX
Cerity partners LLC
Mark Wakeley is a CFP® with 40 years of experience in the financial industry. He is currently an Investment Advisor at Cerity Partners LLC, where he has worked since 2019. Prior to this, he spent over 30 years with H.D. Vest Investment Services and H.D. Vest Advisory Services. He also operates Wakeley Financial Services, which offers tax preparation and brokerage services. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm uses a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, while also providing access to alternative and private market solutions.
Jerry W
Arlington, TX
Lincoln Investment
Jerry Williams is a financial advisor with Lincoln Investment, holding over 56 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. Williams is also involved in insurance sales and service, focusing on fixed and life insurance products. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team.
Christopher S
Series 66
Fort Worth, TX
First Command Advisory Services
Christopher Shea is a Series 66-licensed financial advisor with seven years of industry experience, currently with First Command Advisory Services in Fort Worth, TX. He has prior experience at Edward Jones and Allstate Insurance. Outside of his financial advisory work, he is a partner in a family-owned honey farm business. First Command Advisory Services serves 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.
Brandon P
Series 65, Series 63
Fort Worth, TX
Eagle Strategies (NY Life)
Brandon Potter is a financial advisor affiliated with Eagle Strategies (NY Life) based in Fort Worth, TX, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with firms including NYLIFE Securities LLC, New York Life Insurance Company, and Fidelity Brokerage Services, LLC. Outside of his advisory role, he is involved in insurance brokering, focusing on property and casualty as well as non-registered insurance products through outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm implements tailored solutions across various program types and emphasizes a primarily non-discretionary asset management approach within an integrated New York Life affiliate structure.
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2,222 advisors near
76102
within the area shown on the map
Out of 400,000+ nationwide