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1,009 advisors near
76063
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Out of 400,000+ nationwide
Tyler M
Series 66
Fort Worth, TX
Arkadios Wealth Advisors
Tyler Maness is a financial advisor at Arkadios Wealth Advisors with nine years of industry experience. He holds a Series 66 designation and has worked at several firms, including LPL Financial and Ameriprise Financial Services. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, and retirement plans. The firm offers customized investment plans using a variety of portfolio management strategies and incorporates fundamental, technical, and cyclical analysis in its approach.
Chris A
Series 63, Series 65
Fort Worth, TX
Arkadios Wealth Advisors
Chris Albertson is a financial advisor with Arkadios Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His prior work includes roles at LPL Financial and Western Wealth Management. Albertson is also the founder of Stewardship Tax Consultants, a tax preparation and planning business that works in conjunction with his wealth management practice. Arkadios Wealth Advisors is an SEC-registered multi-team firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans using a combination of portfolio management strategies and investment analysis methods tailored to client risk profiles.
Slade B
Series 63, Series 65
Burleson, TX
Archer Investment Corporation
Slade Buell is a financial advisor with Archer Investment Corporation, holding Series 63 and Series 65 credentials and 11 years of industry experience. He has worked at Archer Investment Corporation since 2018 and has additional experience in accounting and tax preparation through his roles at Buell-Hoover Consulting LLC and Overcash & Buell Inc. Archer Investment Corporation provides investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, utilizing diversified portfolios and a mix of separately managed accounts and proprietary funds. The firm operates a multi-branch, independent-contractor model and manages approximately $1.01 billion in discretionary assets.
Walter V
Series 66
Arlington, TX
Momentum Independent Network Inc.
Walter Virden IV is a financial advisor at Momentum Independent Network Inc. with 25 years of industry experience. He holds a Series 66 designation and has worked at SWS Financial Services since 2001. Outside of advisory work, he is a partner at the CPA firm Virden Chapman & Virden PLLC and serves on the boards of St. John's Foundation and the Harry Male Youth Foundation. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services and utilizes a platform model with third-party managers and integrated municipal bond strategies sponsored by affiliated entities.
Douglas B
Series 65
Grand Prairie, TX
Simplicity wealth
Douglas Bryan is a financial advisor at Simplicity Wealth with eight years of industry experience. He holds a Series 65 designation and has worked at multiple firms, including USA Financial Securities and LifePro Asset Management. Outside of his advisory role, he is the owner and director of Insight College & Financial Solutions, where he educates clients on the college admissions and financial aid process and provides related insurance products. He also serves on the Board of Directors for the Children First Counseling Center and is a member of the Grand Prairie Metro Rotary. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional entities, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, with model portfolios that are actively monitored and rebalanced. It also offers technology and operational support to advisers through a private-label asset management platform and a third-party advisory model marketplace.
Walter V
CFP®, Series 66
Arlington, TX
Momentum Independent Network Inc.
Walter Virden III is a CFP® with 26 years of industry experience, currently serving as an advisor at Momentum Independent Network Inc. since 2001. He is also a partner at Virden Chapman & Virden CPAs, a CPA firm operating since 1969. Outside of his advisory and accounting roles, he serves on the board of Saint Mark's Church and participates on the finance committee of the Episcopal Diocese of Fort Worth. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, institutional, and banking clients. The firm offers a range of advisory and brokerage services, utilizing third-party managers and a platform model that integrates with Hilltop affiliates for investment management and cash management solutions.
Kaylynn D
PFS™, Series 63
Mansfield, TX
Wealth Management
Kaylynn Dalebout is a financial advisor at Wealth Management with seven years of industry experience. She holds the PFS™ designation and Series 63 license. Prior to joining Wealth Management, Kaylynn worked at Yellowstone Partners and owns Clockwork Accounting & Tax Services, which provides accounting and tax preparation services. Wealth Management Nebraska LLC serves individuals, high-net-worth clients, and institutional clients with discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and long-term, buy-and-hold strategies.
J Paul P
Series 65, Series 63
Crowley, TX
Gradient Securities, LLC
J Paul Prasifka is a financial advisor at Gradient Securities, LLC with 20 years of industry experience. He holds Series 65 and Series 63 credentials and previously worked at Rhodes Securities, Inc. for nine years. Outside of his advisory role, Prasifka serves as president-elect of the Fort Worth Texas Exes alumni association. Gradient Securities, LLC provides financial planning, consulting, and non-discretionary asset management services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment approach and integrates fundamental, technical, and cyclical analyses with third-party manager oversight.
Larry S
Series 63, Series 65
Grand Prairie, TX
IP Financial Advisory Services LLC
Larry Sanders is a financial advisor at IP Financial Advisory Services LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Innovation Partners LLC and Parsonex Securities. In addition to his advisory roles, Sanders serves as a Sergeant First Class in the U.S. Army Reserve and owns a barber business. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides customized investment solutions and access to third-party advisors, focusing on non-high-net-worth individuals.
Matthew D
Series 65
Fort Worth, TX
Cary Street Partners
Matthew Dorchak is a financial advisor at Cary Street Partners with 13 years of industry experience. He holds a Series 65 designation and previously worked at Keene & Associates, Inc. for 13 years before joining Cary Street Partners in 2025. Outside of his advisory role, he owns and manages rental properties. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad range of investment options and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance company clients.
Carson G
Series 63, Series 66, Series 65
Arlington, TX
Gradient Advisors, LLC
Carson Graves is a financial advisor at Gradient Advisors, LLC with 10 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Gradient Advisors since 2017. Additionally, he owns and operates Carson Enterprise, a retirement education center, and is involved in real estate as a licensed realtor. Gradient Advisors provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third-party money managers, focusing on a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.
Marcus Z
CFP®, Series 66
Fort Worth, TX
First Command Advisory Services
Marcus Zapata is a CFP® with nine years of experience in financial services, currently with First Command Advisory Services in Fort Worth, TX. He has held roles at several affiliated First Command entities since 2017 and previously worked at H&R Block and Alamo Insurance and Wealth Management. 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, delivering investment management through a centralized team that selects portfolios and third-party managers from approved lists.
Thomas W
ChFC®, Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Thomas Wilkins is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 20 years of industry experience. He has been with First Command Financial Services and its affiliated firms since 2006. 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, employing a centralized Investment Management Team to design and manage model portfolios using mutual funds, ETFs, and third-party managers.
Joshua S
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Joshua Shirley is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with First Command Advisory Services since 2015 and affiliated with related First Command entities since 2008. Outside of his advisory role, he is a partner in Yamaoroza Apothecary and Teas LLC, a small business involved in event setup and product transportation. 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 and Wealth Portfolio Managers to manage model portfolios and select third-party managers from approved lists.
Baily E
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Baily Eberhardt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining the firm, Baily worked with several entities within the First Command organization and has had roles outside finance, including involvement with Val Verde Winery and Oatman Farms LLC. 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 through a centralized Investment Management Team and Wealth Portfolio Managers.
Robin L
Series 66
Fort Worth, TX
First Command Advisory Services
Robin Luckett is a Series 66-licensed financial advisor with four years of industry experience. He has worked at Morgan Stanley and Allworth Financial prior to joining First Command Advisory Services in 2026. 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 managed by a centralized Investment Management Team.
Sheryl V
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Sheryl Vause is a financial advisor at First Command Advisory Services with one year of industry experience. She holds the Series 63 and Series 65 designations. Prior to her financial services career, she served 20 years in the United States Air Force and has experience working with the YMCA. 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.
Ryan H
Series 66
Fort Worth, TX
First Command Advisory Services
Ryan Hunt is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding a Series 66 designation and 10 years of industry experience. He has been associated with First Command Insurance Services and First Command Financial Planning, Inc. since 2016. Outside of his advisory work, he owns Lotter Hunt Safaris, a South African hunting safari business where he assists in connecting clients with hunting opportunities. 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, delivering investment management through a centralized Investment Management Team and Wealth Portfolio Managers who select model portfolios and third-party managers from prescreened lists.
Trilok S
Series 63, Series 66
Fort Worth, TX
First Command Advisory Services
Trilok Subedi is a financial advisor with First Command Advisory Services in Fort Worth, TX, holding Series 63 and Series 66 licenses and possessing 12 years of industry experience. His prior roles include positions at Charles Schwab and Co., Inc., and TD Ameritrade. Outside of finance, he is a member of Serenity Independence Hub LLC, which operates Xpress Family Salon, though he has no operational duties there. First Command Advisory Services is an SEC-registered adviser serving individual, corporate, and charitable clients, with a specialized focus on active-duty service members and their families. The firm offers comprehensive financial planning and various wrap-fee asset management programs, managed centrally by an Investment Management Team and Wealth Portfolio Managers who oversee model portfolios and select third-party managers.
Michael M
Series 63, Series 65
Fort Worth, TX
First Command Advisory Services
Michael Mays is a financial advisor with First Command Advisory Services in Fort Worth, TX. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining First Command, he served in the US Army and worked at Schneider Electric. Outside of his advisory role, he is involved in entrepreneurial real estate ventures, including co-founding several property management and acquisition companies, and recently added military intelligence consulting to his activities. 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 multiple wrap-fee asset management programs, with investment management conducted by a centralized team that selects portfolios and third-party managers from approved lists.
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1,009 advisors near
76063
within the area shown on the map
Out of 400,000+ nationwide