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149 advisors near
76009
within the area shown on the map
Out of 400,000+ nationwide
David S
Series 66
Alvarado, TX
Edward Jones
David Sykes is a financial advisor at Edward Jones in Alvarado, TX, holding a Series 66 designation with 12 years of industry experience, all at Edward Jones since 2014. Outside of his advisory role, he coaches the varsity basketball team at The Canterbury Episcopal School and owns Sykes SWAG, a sports consulting business focused on event organization and youth sports coaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs, maintaining over $1 trillion in assets under management supported by a large network of financial advisors and branch offices nationwide.
Timothy M
Series 63, Series 65
Mansfield, TX
LPL Financial
Timothy Mebane is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at LPL Financial since 2003 and previously spent 10 years at Waddell & Reed. He is also involved in Mebane Financial Services, LLC, a business related to his LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions through a large network of advisors. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms.
Joshua B
Series 63, Series 66
Midlothian, TX
Fidelity
Joshua Benson is a Benefits & Planning Consultant specializing in Executive Services at Fidelity Investments. In this role, he partners with executives to help them understand their employer benefits and develop solidified plans to work towards their financial goals. Joshua has been with Fidelity Investments since 2019, progressing through roles including Client Services Representative, Investment Solutions Representative, Investment Management Consultant, and currently serving as a Benefits & Planning Consultant. Prior to joining Fidelity, he worked as a Paraplanner at Ameriprise Advisors from 2020 to 2021.
Joel R
Series 63, Series 66
Grand Prairie, TX
LPL Financial
Joel Risenhoover is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has worked at LPL Financial in two separate periods totaling nine years, and previously spent eight years with Kestra Advisory and Kestra Investment Services. He also has a background at Neighborhood Credit Union spanning 14 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm offers a variety of financial planning and investment management solutions tailored to individuals, retirement plans, banks, trust companies, and other institutions.
Lane H
Series 66
Cleburne, TX
Edward Jones
Lane Harrington is a financial advisor at Edward Jones in Cleburne, TX, holding a Series 66 designation with five years of industry experience. Prior to joining Edward Jones in 2021, he worked at Micro Technologies and held various positions in the agriculture and food sectors, including roles at Preferred Beef Group, Munson Cattle Company, Tyson Fresh Meats, Rowdy Reeds, and Texas Tech University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of financial advisors and branch offices.
Lynn B
Series 63, Series 66
Burleson, TX
Edward Jones
Lynn Bates Jr. is a financial advisor at Edward Jones with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of over 23,700 advisors and 15,000 branch offices.
Brianna W
Series 66
Burleson, TX
Edward Jones
Brianna Wilson is a financial advisor at Edward Jones with four years of industry experience. Prior to her current role, she served six years with the Arlington Police Department and seven years in the United States Navy Reserve. Outside of finance, she hosts a podcast focused on missing persons cases in Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches.
Devin F
Series 66
Burleson, TX
Edward Jones
Devin Fitzgibbon is a financial advisor at Edward Jones with one year of industry experience. He holds a Series 66 designation and previously worked in automotive sales and service management roles in Burleson, TX, including positions at Family Volkswagen, Family Toyota, and Burleson Honda. Outside of advising, he serves as a service director at a Toyota dealership. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients with a broad range of investment programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.
Brandon H
Series 63, Series 65
Mansfield, TX
Cetera
Brandon Hamil is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at firms such as Girard Securities, Summit Brokerage Services, First Allied Securities, and RBC Capital Markets. He is based in Mansfield, TX. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a multi-manager platform with a range of customizable investment strategies.
Jared F
CFP®, Series 63
Midlothian, TX
Cetera
Jared Ford is a financial advisor at Cetera with 20 years of industry experience. He holds the CFP® and Series 63 designations. His prior work includes roles at Avantax Advisory Services, Purshe Kaplan Sterling Investments, and First Command Financial Planning. Outside of advisory services, he owns a sole proprietorship under the name Ford Innovative Wealth Strategies. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary programs.
Jeffrey R
Series 63, Series 65
Burelson, TX
Cetera
Jeffrey Rasco is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Cetera since 2025 and also operates several business ventures including a tax preparation and accounting firm, as well as serving on the board of directors for a local nonprofit that supports charitable causes. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services across multiple program options and custodial relationships.
Thomas H
PFS™, Series 63
Midlothian, TX
Cetera
Thomas Hawbaker is a financial advisor at Cetera with credentials including PFS™ and Series 63, and three years of industry experience. He previously worked at Avantax Advisory Services and Avantax Insurance Agency, LLC, and operates Thomas Hawbaker CPA PLLC, a licensed CPA firm providing tax planning and preparation services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform with various portfolio management strategies and access to third-party money managers.
Jonah S
Series 66
Midlothian, TX
Edward Jones
Jonah Segovia is a financial advisor with Edward Jones in Midlothian, TX, holding a Series 66 designation and one year of industry experience. Before joining Edward Jones, he worked at The Fort and was involved in entrepreneurial ventures including Too Many Snakes Ranch and Taylor Feed. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Eugene L
Series 63, Series 66
Mansfield, TX
Fidelity
Eugene Loh is a financial advisor at Fidelity with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Fidelity and its affiliates since 2011. Outside of his advisory work, he is a partner at TTL Holdings LLC, a business involved in boba tea and real estate, where he manages payroll and inventory. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction across a broad investable universe. The firm also supports model portfolio delivery and serves multiple registered investment companies, with distinctive involvement in commodity pool operations and advisory roles uncommon among large institutional peers.
Thomas H
Series 63, Series 65, Series 66
Burleson, TX
Cambridge Investment Research Advisors
Thomas Hubbell is a financial advisor at Cambridge Investment Research Advisors with 26 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior experience includes roles at Kestra Advisory Services, Advisor Resource Council, LPL Financial, Ameriprise, and Edward Jones. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a network of financial professionals.
Ronnie R
CFP®, Series 66
Mansfield, TX
LPL Financial
Ronnie Rushing is a financial advisor with LPL Financial in Mansfield, TX, holding CFP® and Series 66 credentials and over 25 years of industry experience. He previously worked at Hilltop Securities Inc. and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by both discretionary and non-discretionary account management.
Daniel F
Series 66
Midlothian, TX
Edward Jones
Daniel Francis is a financial advisor at Edward Jones in Midlothian, TX, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked for 12 years with Midlothian ISD, where he also serves as a substitute bus driver and scoreboard operator. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, and manages over $1 trillion in assets across a large network of advisors and offices.
Steven A
Series 63, Series 66
Mansfield, TX
J.P. Morgan Securities
Steven Ard is a financial advisor with J.P. Morgan Securities in Mansfield, TX, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. for the past 10 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients through a non-discretionary program focused on asset allocation advice, investment manager and fund searches, and customized performance reporting. Their advisory process combines quantitative and qualitative research to build model asset allocations and includes capabilities in derivatives and commodities.
Jared L
Series 63, Series 65
Cedar Hill, TX
Cetera
Jared Levy is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Peak American Investment Advisors and The Westwood Group. Outside of his advisory role, he conducts economic and market-related interviews with media outlets such as Fox News and Fox Business through his LLC, Delancey Strategies. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.
Chapman K
Series 66
Burleson, TX
Cetera
Chapman King is a financial advisor at Cetera with a Series 66 designation and just over one year of industry experience. Prior to his current role, he has held various positions outside the financial industry, including roles at Oak Point Recreation Center and Prince of Peace Catholic School. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad range of clients including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account management.
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Finding advisors...
149 advisors near
76009
within the area shown on the map
Out of 400,000+ nationwide