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172 advisors near
79107
within the area shown on the map
Out of 400,000+ nationwide
Justin A
Series 66
Amarillo, TX
Ameriprise
Justin Adams is a financial advisor with Ameriprise based in Amarillo, TX, holding a Series 66 designation and 20 years of industry experience. He has worked at Ameriprise since 2019 and previously held roles at RSMB LLC and Raymond James Financial Services Advisors Inc. He serves on the Board of Directors for Brayden's Gift, a nonprofit organization. Ameriprise offers retirement-income planning services targeting clients with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Chris G
Series 66
Amarillo, TX
OSAIC
Chris Gilbert is a financial advisor with OSAIC, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Securities America Advisors and Edward Jones. Outside of his advisory work, he serves as a board member and Vice President of the Coors Ranch Rodeo, assisting with event planning and community engagement, and owns a business that restores and sells cowboy hats. OSAIC serves a diverse client base, including retail and institutional investors, offering integrated brokerage and advisory services with a range of investment solutions supported by advanced portfolio construction tools.
Dena R
Series 66
Amarillo, TX
Ameriprise
Dena Rattan Pool is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 66 designation and 18 years of industry experience. Her career includes roles at RSMB, LLC and Raymond James Financial Services Advisors Inc. She is also an ambassador for Plexus Worldwide, involved in the sale of vitamins and supplements on a limited basis. Ameriprise offers retirement-income planning services focused on clients with substantial investable assets, combining research and modeling techniques to provide tailored, tax-efficient income strategies. The firm delivers these services through a centralized consulting team that partners with financial advisors to produce detailed Recommendation Reports.
Garrett E
Series 66
Amarillo, TX
Edward Jones
Garrett Eggleston is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at Sage Oil Vac and Amarillo College. Outside of finance, he was involved with Cojo Music LLC for four years. 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, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.
Kirk H
ChFC®, Series 63
Amarillo, TX
Cetera
Kirk Haworth is a financial advisor with Cetera, holding the ChFC® designation and Series 63 license, and has 43 years of industry experience. He has worked with firms including VOYA Financial Advisors and has been involved with The Haworth Company since 1985. Outside of financial advising, he participates in acting for movies, TV, plays, and church productions. Cetera Investment Advisers LLC is a large, SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.
Daniel R
Series 66
Amarillo, TX
Edward Jones
Daniel Richburg is a financial advisor with Edward Jones in Amarillo, TX, holding a Series 66 designation and 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in agricultural activities, managing an Angus cow-calf operation and participating in a family farming partnership. Edward Jones is a full-service wealth management firm serving a broad range of individual and institutional clients. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 advisors.
Collin H
CFP®, Series 66
Amarillo, TX
Edward Jones
Collin Hall is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to his career in finance, he spent ten years working full-time in education. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Summer R
Series 63, Series 66
Amarillo, TX
LPL Financial
Summer Rudder is a financial advisor with LPL Financial in Amarillo, TX, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She previously worked at Merrill from 1997 to 2023. Rudder is also a commissioned notary in the state of Texas. 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, asset management programs, and institutional platforms, supported by a large network of investment adviser representatives.
Lona H
Series 66
Amarillo, TX
Edward Jones
Lona Hill is a financial advisor at Edward Jones in Amarillo, TX, holding a Series 66 designation with 12 years of experience at the firm. She has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.
Zachary H
Series 66
Amarillo, TX
Ameriprise
Zachary Hopkins is a financial advisor with Ameriprise in Amarillo, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at AMS Retail Solutions and Rothwell Landscaping. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Ryan C
Series 63, Series 65
Amarillo, TX
OSAIC
Ryan Collins is a financial advisor with Osaic Wealth, Inc. in Amarillo, TX, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Securities America Advisors, LPL Financial, Happy State Bank, and Cadaret, Grant & Co. He serves as a board member of the Amarillo Area Estate Planning Council and tutors accounting students at Amarillo College. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, profit-sharing, corporate, and charitable investors through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, utilizing asset allocation tools, risk assessments, and third-party money management to construct tailored portfolios.
Kent M
CFP®, Series 63
Amarillo, TX
Wells Fargo Advisors
Kent Mitchell is a CFP® professional with 34 years of industry experience. He has been with Wells Fargo Advisors since 2012 and owns Mitchell Wealth Management, an investment-related business based in Amarillo, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and financial planning services, including specialized planning areas that require specific advisor credentials. The firm uses proprietary research and planning tools to develop tailored recommendations, with clients deciding how to implement them via brokerage or advisory programs.
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Finding advisors...
172 advisors near
79107
within the area shown on the map
Out of 400,000+ nationwide