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8 advisors near
75494
within the area shown on the map
Out of 400,000+ nationwide
Robert K
Series 63, Series 65
Winnsboro, TX
Las Colinas Capital Management, LLC
Robert Kecseg is a financial advisor at Las Colinas Capital Management, LLC with 44 years of industry experience. He has been with Las Colinas Capital Management since 2007 and previously worked at First Research Financial for 25 years. He holds Series 63 and Series 65 designations. Las Colinas Capital Management provides investment management services to individuals, retirement accounts, qualified plans, trusts, and businesses. The firm manages value-oriented, bottom-up portfolios with an emphasis on individual security selection and hands-on research, including company visits and management interviews.
Robert G
Series 65
Winnsboro, TX
First Advisors National, LLC
Robert Gomez is a Series 65-credentialed financial advisor at First Advisors National, LLC with 12 years of industry experience. He has held roles at AmFirst Financial, LLC, First American National Investment Advisors, LLC, Accelerated Business Strategies Trust, and Cornerstone Integrated Technologies, LP. Outside of his advisory work, he is involved in business consulting on a self-employed basis. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines tactical and strategic allocation with fundamental analysis and emphasizes manager selection and monitoring.
Johan W
Series 66
Winnsboro, TX
Edward Jones
Johan Wessels is a financial advisor at Edward Jones with five years of industry experience. He holds a Series 66 designation and previously worked at BMO Harris Bank, PNC Bank, and LifeWay Christian Resources. 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 over $1 trillion in assets through a large network of advisors and branches, offering a range of advisory programs and investment solutions under a fiduciary standard.
Darren S
Series 66
Winnsboro, TX
Edward Jones
Darren Swanner is a financial advisor at Edward Jones with 11 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory work, he and his son broadcast local high school football and basketball games for Winnsboro ISD on the school’s streaming service. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.
Gregory M
Series 63, Series 66
Quitman, TX
Edward Jones
Gregory Mills is a financial advisor with Edward Jones in Quitman, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Edward Jones since 2000. No notable outside activities are reported. 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 with a nationwide network of more than 23,700 financial advisors, offering both discretionary and non-discretionary investment strategies under a fiduciary standard.
William H
Series 63, Series 66
Winnsboro, TX
Edward Jones
William Harrison is a financial advisor with Edward Jones in Winnsboro, TX, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, he owns farmland leased for cattle and hay near his homestead. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, while operating under a fiduciary standard.
Brian C
Series 63, Series 66
Quitman, TX
Cetera
Brian Coventry is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and 29 years of industry experience. He has worked with Avantax and its affiliated entities from 2007 through 2025, and currently operates Coventry Financial Texas LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm provides portfolio management, financial planning, and retirement services using a multi-manager platform with various program options and over $256 billion in assets under management.
Tony L
Series 66
Quitman, TX
Edward Jones
Tony Le Grow is a Series 66 licensed financial advisor with Edward Jones, based in Quitman, TX, and has four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Merck and Co., Inc. for 20 years. He serves as Vice President of the Quitman Chamber of Commerce and is President of the Lindale Baseball Booster Club, where he coordinates fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is noted for its extensive retail advisor network and additional capabilities such as a trust company and securities-based lending.
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Finding advisors...
8 advisors near
75494
within the area shown on the map
Out of 400,000+ nationwide