Lufkin, TX Champions Dr. Office

Team
Updated today

Client AUM

$280,746,088,986

Clients

275,938

Advisors

3

Of 3,839 advisors across 401 offices

Location

5030 Champions Dr.

Lufkin TX 75901

Advisors at this office

3

Advisors at this office

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John F

Series 63

Lufkin, TX

RBC Capital Markets

John Friesen is a financial advisor with RBC Capital Markets in Lufkin, Texas, holding a Series 63 credential and 50 years of industry experience. He has been with RBC Capital Markets since 2016. Outside of his advisory role, he is involved in several business ventures including ownership of a convenience store and participation in various partnerships and LLCs related to retail and commercial enterprises, as well as active involvement in airplane ownership and management. RBC Wealth Management, a division of RBC Capital Markets, serves individual and institutional clients with tailored investment strategies that include discretionary and non-discretionary portfolio management, financial planning, and brokerage services. The firm’s approach integrates both in-house and third-party investment managers, offering diverse program structures and alternatives such as tax management and responsible investing options.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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Bonnie M

Series 66

Lufkin, TX

RBC Capital Markets

Bonnie Mckinney is a Series 66 licensed financial advisor with RBC Capital Markets in Lufkin, Texas, and has 12 years of industry experience. She has been with RBC Capital Markets since 2016. Outside of her advisory role, she serves as a voting member on the board of directors for the Crown Colony Improvement Association Inc. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs with customizable investment strategies implemented through a combination of in-house and third-party managers.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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James Z

Series 66

Lufkin, TX

RBC Capital Markets

James Zeleskey Jr is a financial advisor with RBC Capital Markets in Lufkin, TX, holding a Series 66 designation and 12 years of industry experience. He has been with RBC Capital Markets since 2016. Zeleskey serves on the boards of CASA and the Alzheimer's Association of Houston and South East Texas and is a member of the Woodland Heights Advisory Board. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a broad client base including individual investors, institutions, and charitable organizations. The firm offers customized portfolio management and financial planning services through various advisory programs tailored to clients’ risk profiles.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
View complete list of advisors at this office
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