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163 advisors near
76708
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Out of 400,000+ nationwide
James M
Series 63, Series 65
Waco, TX
STIFEL
James Myatt is a financial advisor at Stifel with 44 years of industry experience. He has been with Stifel Nicolaus & Co Inc since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as a board member and meeting treasurer for the WISD Education Foundation and is involved in a family farming business as an owner managing partner. Stifel provides brokerage and investment advisory services to a diverse client base, including individuals, institutions, and municipal entities. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to support asset allocation and financial planning decisions.
Benjamin B
Series 66
Waco, TX
Cambridge Investment Research Advisors
Benjamin Barnett is a financial advisor with Cambridge Investment Research Advisors in Waco, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Bank of America, Merrill, and Northwestern Mutual. He also has experience associated with Baylor University and has taken time for extended travel. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers financial planning and investment management through a network of independent professionals, employing various portfolio management approaches and maintaining both proprietary and unaffiliated model strategies.
John B
Series 66
Waco, TX
Bible & Sovereign Partners Financial Services
John Bible Jr. is a financial advisor with Bible & Sovereign Partners Financial Services in Waco, TX, holding a Series 66 designation and 19 years of industry experience. He founded Bible & Sovereign Partners LLC in 2018 and has prior experience at firms including Empereon Constar, General Dynamics, and New York Life. Outside of his financial advisory work, he serves as an associate minister at Waco Sovereign Grace Baptist Church. Bible & Sovereign Partners Financial Services operates as an independent firm focused on providing financial services through a single-advisor model.
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Finding advisors...
163 advisors near
76708
within the area shown on the map
Out of 400,000+ nationwide