Flat-fee financial advisors in Raymondville, TX

William Reed is a financial advisor at First Financial Coaching, Inc. in Harlingen, TX, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Triad Advisors, Inc. from 2010 to 2017. Outside of advising, Reed serves as president of a municipal utility district board. First Financial Coaching, Inc. provides investment advisory services, retirement plan consulting, and financial education to individuals, families, business owners, and corporations. The firm delivers primarily non-discretionary investment advice and partners with a third-party asset manager for discretionary portfolio management, while emphasizing financial education and analysis.

Samuel Carter is a financial advisor with Ameriprise, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at Edward Jones for 20 years before joining Ameriprise in 2023. Carter serves on the boards of The Marine Military Academy Foundation and The Valley Baptist Legacy Foundation. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement planning focused on dependable income and tax-aware withdrawal strategies.

John Little IV is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He previously worked at Horter Investment Management and operates two insurance-related businesses focused on fixed insurance products and management. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and delivers advice through a multi-team model with ongoing monitoring, reporting, and client education.

Angelica Garrido is a financial advisor at PNC Wealth Management with 20 years of industry experience. She holds a Series 66 designation and has worked at several BBVA-related firms prior to joining PNC in 2021. Outside of her advisory role, she owns and manages rental properties. PNC Wealth Management offers retail brokerage and advisory services through a model-based digital program available by invitation to employees, utilizing algorithm-driven risk assessment and portfolio strategies managed by PNC and third-party strategists.

Louise Ambriz is a financial advisor with Edward Jones in Harlingen, TX, holding a Series 66 designation and nine years of industry experience. She has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Edwina Martin is a Series 65 licensed financial advisor with two years of industry experience, currently with Waverly Advisors, LLC. She previously worked at 9258 Wealth Management for five years and was employed at Teradata Corp for eleven years. Martin also serves as assistant director of tax planning at 9258 Tax and Planning, a non-investment related business. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, offering a range of investment management and financial planning services.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Amanda Scheele is a financial advisor with Raymond James & Associates in Ft. Wayne, Indiana, holding a Series 66 designation and 16 years of industry experience. Prior to joining Raymond James in 2024, she worked at Wells Fargo Clearing from 2016 to 2024 and is involved with Lucky Duck since 2025. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary consulting services, drawing on various portfolio management styles and affiliated research.