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Hunter H
Series 66
Corpus Christi, TX
Cambridge Investment Research Advisors
Hunter Higgins is a financial advisor with Cambridge Investment Research Advisors holding a Series 66 designation. He has been with Cambridge Investment Research Advisors and related entities since 2025. Prior to entering the financial advisory field, his background includes experience in logistics and freight services. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing a variety of portfolio management strategies and platform arrangements tailored to client objectives.
Kimberly P
Series 66
Portland, TX
Edward Jones
Kimberly Pendergraft is a financial advisor at Edward Jones in Portland, TX. She holds the Series 66 designation and joined Edward Jones in 2026. Prior to her current role, she held positions at various organizations including the Kerrville Area Chamber of Commerce and JAM Broadcasting. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a wide range of advisory programs and investment options, supported by a nationwide network of financial advisors and branch offices.
Parker B
CFP®, Series 63, Series 66
Portland, TX
Edward Jones
Parker Brown is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with Edward Jones, where he has worked for five years, following nine years at Fidelity Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a nationwide network of financial advisors and branch offices, and manages approximately $1.01 trillion in assets under management.
Bill W
Series 66
Rockport, TX
Morgan Stanley
Bill Wilson is a financial advisor at Morgan Stanley in Rockport, TX, with seven years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley and Morgan Stanley Private Bank since 2018, following six years at American Bank. Outside of his professional role, he serves as Chairman of the Steward (finance) Committee for First Baptist Church in Portland, TX. Morgan Stanley Wealth Management provides a wide array of advisory programs to individuals and institutional clients, offering tailored financial planning and investment services supported by firm-approved tools and research.
Diana P
Series 63, Series 65
Corpus Christi, TX
LPL Financial
Diana Paris is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.
Kelly E
Series 63, Series 66
Corpus Christi, TX
Edward Jones
Kelly Ellis is a financial advisor with Edward Jones in Corpus Christi, TX, holding Series 63 and Series 66 designations and 21 years of industry experience. Ellis has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of more than 23,700 financial advisors.
Jeffrey E
Series 66
Corpus Christi, TX
Cambridge Investment Research Advisors
Jeffrey Evans is a financial advisor with Cambridge Investment Research Advisors in Corpus Christi, TX, holding a Series 66 license and 10 years of industry experience. He has been with Cambridge Investment Research Advisors since 2017 and also serves as a volunteer committee member for a local homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, providing tailored strategies across multiple custody and platform arrangements.
Matthew M
Series 66
Corpus Christi, TX
Edward Jones
Matthew Meinheit is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he spent over a decade working in education within the Corpus Christi Independent and Tuloso-Midway Independent School Districts. He is involved with the Corpus Christi Baseball Club as a gameday datacaster and volunteers as a Watch Dog Coordinator for the Faye Webb Elementary PTA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Mayra M
Series 65, Series 63
Rockport, TX
Morgan Stanley
Mayra Moreno is a financial advisor at Morgan Stanley with one year of industry experience. She holds Series 65 and Series 63 licenses and has prior work history at Wells Fargo Clearing and Wells Fargo Bank, N.A. Morgan Stanley Wealth Management offers a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and analysis methods such as Monte Carlo simulations. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.
Martin E
Series 63, Series 65
Corpus Christi, TX
Cambridge Investment Research Advisors
Martin Evans is a financial advisor with Cambridge Investment Research Advisors in Corpus Christi, TX. He holds Series 63 and Series 65 licenses and has 30 years of industry experience, including 17 years at Cambridge Investment Research, Inc. Outside of his advisory role, he is the owner of Freedom Investment Counsel, LLC, where he acts as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing various portfolio management platforms and proprietary as well as third-party strategies.
Hondo H
Series 65, Series 63
Corpus Christi, TX
Equitable Advisors
Hondo Harris is a financial advisor with Equitable Advisors in Corpus Christi, TX, holding Series 65 and Series 63 licenses and six years of industry experience. Prior to joining Equitable Advisors, he worked at AXA Advisors, LLC, and held various roles at Texas A&M University and Ram Tool Construction Supply. He serves as board secretary for River Hills Country Club and holds board positions with Alice Country Club and the PWG Partners Foundation. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning and broker-dealer services along with access to third-party asset management programs. The firm participates in LPL-sponsored programs and provides a mix of discretionary and non-discretionary investment services.
Armando D
Series 63, Series 65
Corpus Christi, TX
LPL Financial
Armando Deleon is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Ricky S
CFP®, Series 66
Corpus Christi, TX
Edward Jones
Ricky Serna Jr Jr is a CFP® and holds a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015, based in Corpus Christi, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,700 financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Ryan W
CFP®, Series 63, Series 65
Rockport, TX
LPL Financial
Ryan Williams is a financial advisor at LPL Financial with 14 years of industry experience. He holds the CFP® designation along with Series 63 and 65 licenses. Prior to joining LPL Financial in 2024, he worked for Kestra Investment Services and NFP Retirement, Inc. from 2014 to 2024. Outside of advising, he owns an art business. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large network of advisors. The firm offers a comprehensive range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research and model portfolios.
Angela R
CFP®, Series 63
Rockport, TX
Cambridge Investment Research Advisors
Angela Ruddock is a CFP®-certified financial advisor with 31 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2023. Her prior experience includes roles at Symphonic Securities, Symphonic Financial Advisors, and Rim Securities LLC. Outside of her advisory work, Ruddock serves as a board member and treasurer for the Rockport Center for the Arts and volunteers with local civic and charitable organizations. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals using a variety of portfolio management strategies and custody platforms.
Elizabeth A
CFP®, Series 66
Portland, TX
Edward Jones
Elizabeth Ackman is a financial advisor at Edward Jones in Portland, TX, holding CFP® and Series 66 designations with nine years of industry experience. She has worked at Edward Jones since 2016 and previously spent 16 years at Air Liquide. Outside of her advisory role, she serves as vice president and secretary of Koru Holdings, a real estate investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 advisors, offering a range of advisory programs, tax-efficient services, and affiliated investment options under a fiduciary standard.
Charles H
Series 63, Series 65
Corpus Christi, TX
Merrill
Charles Hrissikopoulos is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies that align with each client's unique financial goals and market conditions. Charles integrates investment insights from Merrill and banking services from Bank of America to support his clients’ financial plans. He holds a Personal Investment Advisor (PIA) designation and earned both a Bachelor's Degree and a Master's Degree from Texas A&M University. Charles is committed to community involvement and dedicates time to volunteering with local organizations, reflecting the Merrill tradition of active participation in the communities served.
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177 advisors near
78374
within the area shown on the map
Out of 400,000+ nationwide