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6 advisors near
79045
within the area shown on the map
Out of 400,000+ nationwide
Julian C
Series 65, Series 66
Hereford, TX
Ironwood Investment Group LLC
Julian Castro is an advisor at Ironwood Investment Group LLC with Series 65 and Series 66 credentials. He has one year of industry experience and also works as an assistant manager at Walmart in Hereford, TX. Prior to his advisory role, he was employed at Amigos and has been a full-time student since 2015. Ironwood Investment Group LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a variety of analytical approaches and investment strategies, including long-term holdings and option writing, and currently reports no assets under management.
Joe G
Series 63, Series 65
Hereford, TX
Valic Financial Advisors
Joe Green is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Valic Financial Advisors since 2018 and previously spent three years with Davidson Oil Company, where he continues to serve as a part-time project consultant. Outside of finance, he has also worked seasonally in retail customer service. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors and utilizes discretionary unified managed accounts with third-party model managers.
Donald P
Series 66
Hereford, TX
LPL Financial
Donald Pittman Jr. is a Series 66 licensed financial advisor at LPL Financial with seven years of industry experience. He previously worked at Edward Jones for seven years and operated his own CPA practice for one year. Outside of advising, Pittman serves as Agent of Record for a friend’s ranch and is involved in executive decisions for a family real estate business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a broad network of investment adviser representatives.
Kevin K
CFP®, Series 63, Series 66
Hereford, TX
Edward Jones
Kevin Knight is a CFP®-designated financial advisor with Edward Jones in Hereford, TX, where he has worked since 2002, accumulating 23 years of industry experience. Outside of his advisory role, he is a partner in the Knight Family Partnership, involved with ranch land and mineral income in Era, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Logan P
Series 66
Hereford, TX
Edward Jones
Logan Palmer is a Series 66-credentialed financial advisor with over nine years of industry experience. He has been with Edward Jones since 2016, with a brief prior role at Pak-A-Sak. Palmer is based in Hereford, TX. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services. The firm manages approximately $1.01 trillion in assets with a nationwide network of financial advisors and branch offices.
Joel M
Series 66
Hereford, TX
Edward Jones
Joel Montes is a financial advisor at Edward Jones with a Series 66 designation and experience in the financial industry since 2026. Prior to joining Edward Jones, he worked six years at Amarillo National Bank and held various roles in education and retail. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
6 advisors near
79045
within the area shown on the map
Out of 400,000+ nationwide