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19 advisors near
75652
within the area shown on the map
Out of 400,000+ nationwide
Tucker K
Series 65
Overton, TX
Pistol Hill Capital
Tucker Konczak is a financial advisor at Pistol Hill Capital with one year of industry experience. He holds a Series 65 designation and has worked at Galeforce Capital Management and e360 Power. Outside of advising, he served as a junior analyst at e360 Power. Pistol Hill Capital is a small, independent registered investment adviser serving primarily individual and high-net-worth clients. The firm offers discretionary asset management and guidance across various asset classes, employing both fundamental and technical analysis with a focus on long-term strategies tailored to each client's needs.
Shane A
Series 63, Series 65
Henderson, TX
Momentum Independent Network Inc.
Shane Abernathy is a financial advisor with Momentum Independent Network Inc. in Henderson, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at Hilltop Securities Independent Network Inc., Ameriprise Financial Services, Inc., and Investment Professionals, Inc. Momentum Independent Network serves individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage relationships, offering investment advisory programs, managed accounts, financial planning, and retirement plan consulting. The firm employs a platform model utilizing third-party managers and Envestnet for model delivery and account management, with notable integration with Hilltop affiliates for municipal bond strategies and cash management features.
Rance E
Series 65
Henderson, TX
Jaffe Tilchin Investment Partners, LLC
Rance Ellis is a financial advisor at Jaffe Tilchin Investment Partners, LLC, holding a Series 65 credential with no prior industry experience. His work history includes roles at J Best Financial Group, VeraBank, Brooks Country Feed Store, and Texas A&M, where he was engaged from 2022 to 2026. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and institutional consulting. The firm manages accounts on both discretionary and non-discretionary bases and offers private placement due diligence and allocation for qualified investors.
Jonathan B
Series 63
Henderson, TX
Jaffe Tilchin Investment Partners, LLC
Jonathan Best is a financial advisor with Jaffe Tilchin Investment Partners, LLC and holds a Series 63 license. He has 33 years of industry experience and previously worked with Raymond James Financial and Parkway Wealth Management Group. Outside of his advisory role, he owns and operates Best Financial Group, Inc., BFG Global, Inc., and Jon Best Farms, an agricultural business. Jaffe Tilchin Investment Partners serves individual and institutional clients, providing investment advisory, portfolio management, financial planning, and private placement services. The firm offers both discretionary and non-discretionary account management and integrates private fund operational services into client servicing.
Staci M
Series 66
Kilgore, TX
PNC Wealth Management
Staci Madsen is a Financial Advisor with Merrill Lynch Wealth Management, focusing on creating tailored financial strategies that align with clients' unique needs and life circumstances. She serves a diverse client base including families, professionals, and individuals dedicated to public service such as first responders, educators, healthcare providers, military personnel, and law enforcement officers. With expertise in education planning, family wealth management strategies, legacy planning, liquidity management, managing new wealth, and personal retirement planning, Staci emphasizes straightforward communication without reliance on jargon or complex visuals. She approaches financial advising as a hardworking businesswoman, prioritizing understanding her clients' individual financial situations to build effective, personalized plans. Staci holds a Bachelor's Degree from the University of Texas System and has earned several professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). She is also active in professional organizations such as the Canton Texas Chamber of Commerce, LPGA Amateurs, and Lindale Area Chamber of Commerce. Outside of work, Staci enjoys gardening, hunting, sewing, traveling, and spending time with her family, supporting her husband's dual careers as a firefighter and realtor while raising their three children.
Dalton S
Series 66
Henderson, TX
Guardian Life
Dalton Smith is a financial advisor with Guardian Life and holds a Series 66 credential. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is the author of a book titled *The Mech*. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services. The firm offers a range of investment advisory programs utilizing in-house and third-party model portfolios.
Jeb H
Series 63, Series 66
Henderson, TX
Edward Jones
Jeb Howard is a financial advisor with Edward Jones in Henderson, 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 is a 25% owner of Barnhardt Creek Properties, a partnership based in Henderson. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm offers a broad range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.
Laney A
Series 66
Henderson, TX
Edward Jones
Laney Arrington is a financial advisor at Edward Jones with a Series 66 designation and no prior industry experience. Before joining Edward Jones, Laney worked in the food service industry and 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 discretionary and non-discretionary investment strategies, including tax-efficient services and proprietary investment products.
Joseph W
Series 66
Kilgore, TX
Edward Jones
Joseph Wright is a financial advisor at Edward Jones with 8 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked in the automotive industry for over two decades, including positions at Orr Motors of Longview and Lively Cadillac GMC Co. Inc. 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, operating under a fiduciary standard.
Charles H
CFP®, Series 66
Henderson, TX
Edward Jones
Charles Hutto Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the CFP® designation and Series 66 license and has been with Edward Jones since 2011. Outside of his advisory work, he is involved in music as a live performer and songwriter. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of discretionary and non-discretionary investment solutions supported by a nationwide network of more than 23,000 advisors.
Adam D
CFP®, ChFC®, Series 66
Henderson, TX
LPL Financial
Adam Duey is a CFP® and ChFC® with 27 years of experience in the financial services industry. He is currently with LPL Financial, joining in 2025 after 17 years at NEXT Financial Group, Inc. Outside of advisory work, Duey owns and operates two cattle businesses, Graze Cattle Company, LLC and Arden Jack Ranch. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment solutions, including model portfolio programs and third-party asset management, supported by extensive operational and research tools.
Ronald P
CFP®, Series 63, Series 65, Series 66
Henderson, TX
Cetera
Ronald Powell is a CFP® with 30 years of industry experience, currently serving at Cetera. His prior roles include positions at Wells Fargo Bank and Northern Trust Bank. He also holds a senior wealth advisory role at Vera Bank focused on business development and client relationship management. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a diverse client base with portfolio management, financial planning, and retirement services through a multi-manager platform featuring both affiliated and third-party strategies.
Brandon W
Series 66
Kilgore, TX
Edward Jones
Brandon Williamson is a financial advisor with Edward Jones in Kilgore, TX, holding a Series 66 designation and two years of industry experience. Before joining Edward Jones in 2024, he worked in various educational roles across multiple school districts from 2016 to 2024. Outside of advising, he is the sole proprietor of Rapid Hay Services LLC, a maintenance business for rental properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both high-net-worth and non-high-net-worth households. The firm manages over $1 trillion in assets through a broad network of financial advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.
Reece N
Series 63, Series 65
Kilgore, TX
Raymond James Financial
Reece Nichols is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 24 years of industry experience. He worked at Edward Jones for 25 years before joining Raymond James Financial Services Advisors, Inc. in 2026. Outside of his advisory role, Nichols is involved in managing timber and cattle businesses and serves on the Kilgore College Foundation board. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA employer consulting programs.
Brett H
Series 66
Kilgore, TX
Edward Jones
Brett Howlett is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and previously worked at Quality Investments, Greater Tyler Auto Auction, Full Time School, and Bodacious BBQ. He serves as a board director for the nonprofit organization FOR THE SILENT. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions. The firm manages over $1 trillion in assets and operates a large network of advisors and branch offices across the United States.
Micah H
CFP®, Series 63, Series 66
Henderson, TX
Edward Jones
Micah Howard is a CFP® professional with 23 years of industry experience, currently serving at Edward Jones since 2003. He holds the Series 63 and Series 66 licenses. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
Andrew L
CFP®, Series 66
Henderson, TX
Edward Jones
Andrew La Grone is a CFP® and Series 66-licensed financial advisor with Edward Jones in Henderson, TX, where he has worked since 2018. He has eight years of industry experience, including prior roles at Sabine Mining Company and Luminant Mining Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment strategies and advisory services supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.
Emily A
CFP®, Series 66
Kilgore, TX
Edward Jones
Emily Arp is a Certified Financial Planner (CFP®) at Edward Jones in Kilgore, Texas, with 13 years of industry experience, all at Edward Jones since 2013. Outside of her advisory role, she is a joint owner of farms in Overton and Henderson, Texas, and serves as president of a family-owned real estate holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, and maintains a large national network of advisors and branch offices.
Allison M
Series 66
Kilgore, TX
Ameriprise
Allison Miller is a financial advisor at Ameriprise with nine years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones for seven years before joining Ameriprise. Outside of her advisory role, she is involved with SWP Operations LLC, where she manages an advisory business. 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 clients nearing or in retirement with tailored income planning advice based on proprietary research and third-party data.
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Finding advisors...
19 advisors near
75652
within the area shown on the map
Out of 400,000+ nationwide