Longview, TX Judson Rd Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$234,452,819,935
ClientsTotal clients
455,837
AdvisorsAdvisors at this office
24
Of 4,147 advisors across 1,134 offices
Location
2103 Judson Rd Suite B
Longview TX 75605
Advisors at this office
24
Advisors at this office
Donna T
Series 66
Longview, TX
Wells Fargo Advisors
Donna Toombs is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 20 years of industry experience. She has been with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2009. Outside of her advisory role, she serves as a trustee for a family trust. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services, including retirement, education, and business-owner transition planning, utilizing its own research and tools to develop tailored recommendations.
Harrison B
Series 66
Longview, TX
Wells Fargo Advisors
Harrison Berryhill is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Eastman Credit Union, Texas Bank and Trust, and FBC Kilgore. Outside of his advisory work, he serves as an audio/visual assistant in the ministry at First Baptist Church Kilgore. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning solutions including retirement, education, and business-owner transition planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through client meetings and summary reports.
Stephen S
Series 63, Series 65
Longview, TX
Wells Fargo Advisors
Stephen Scherrey is a financial advisor at Wells Fargo Advisors with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of his advisory role, Scherrey serves as a board member for the Centennial Valley Neighborhood Association. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial product offerings.
Jacob I
Series 66
Longview, TX
Wells Fargo Advisors
Jacob Irwin is a financial advisor with Wells Fargo Advisors in Longview, TX, holding a Series 66 designation and 19 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory work, he is involved in film production as a part owner of a short film titled *Desperate Things*. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, risk management, and specialized areas such as business-owner transitions and special-needs analysis. The firm combines advisory services with various financial products and referral channels.
Christopher W
Series 66
Longview, TX
Wells Fargo Advisors
Christopher Wilson is a financial advisor at Wells Fargo Advisors with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo Advisors, he held positions at Simmons Foods, Tql, CCI General Contractors, DBG, and Hideaway Pizza. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing proprietary research and planning tools.
Michelle L
Series 66, Series 63
Longview, TX
Wells Fargo Advisors
Michelle Lamond is a financial advisor at Wells Fargo Advisors with 17 years of industry experience. She holds Series 66 and Series 63 designations and has worked primarily within various Wells Fargo entities since 2016, including Wells Fargo Clearing and Wells Fargo Advisors LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning such as business-owner transition and special-needs analysis.
James W
Series 63, Series 65
Longview, TX
Wells Fargo Advisors
James Willett II is a financial advisor at Wells Fargo Advisors in Longview, TX, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Wells Fargo entities since 2009. Willett also owns Willett Private Capital LLC, a private capital practice based in Longview. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu utilizing proprietary research and tools, with advisory services integrated alongside banking and other financial products.
Tom H
Series 63, Series 65
Longview, TX
Wells Fargo Advisors
Tom Haley is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked within various Wells Fargo entities since 2009. Haley also owns and manages TSH Assets LLC, an investment-related business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting a net-worth threshold, utilizing proprietary research and planning tools.
Allen R
Series 66
Longview, TX
Wells Fargo Advisors
Allen Rand is a financial advisor at Wells Fargo Advisors with a Series 66 designation and five years of industry experience. His previous roles include positions at Wells Fargo Clearing, Bank of America N.A., Merrill, and various non-financial organizations. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and develops tailored recommendations using proprietary research and tools, with clients able to choose whether to implement these through brokerage or advisory programs.
Jonathan K
Series 63, Series 65
Longview, TX
Wells Fargo Advisors
Jonathan Killingsworth is a financial advisor with Wells Fargo Advisors in Longview, TX, holding Series 63 and Series 65 licenses and having 15 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory work, he is involved with RAF Ventures LLC, an investment-related business based in Longview. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients through a broad menu of planning options, including specialized services like business-owner transition and special-needs planning. The firm uses Wells Fargo research and tools to develop tailored recommendations, with clients deciding how to implement them through various brokerage and advisory programs.
Dana N
CFP®, Series 63
Longview, TX
Wells Fargo Advisors
Dana Napier is a CFP® with 31 years of experience in the financial services industry. He is currently with Wells Fargo Advisors, where he has worked since 2022, following prior roles within the Wells Fargo organization dating back to 2009. Outside of his advisory role, he owns Napier Investment Service, LLC, a separate investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and financial planning services. The firm provides tailored recommendations supported by Wells Fargo research and planning tools, covering various specialized planning areas and integrates advisory services with other financial products and referral channels.
Glenn C
Series 63, Series 65
Longview, TX
Wells Fargo Advisors
Glenn Collier is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials. Prior to his current role, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a partial owner of a retail jewelry business and serves as an elder at Judson Road Church of Christ in Longview, TX. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning options, including retirement and business-owner transition planning, using Wells Fargo research and tools to develop tailored client recommendations.
Ryan L
Series 66
Longview, TX
Wells Fargo Advisors
Ryan Lacy is a financial advisor at Wells Fargo Advisors with five years of industry experience. His prior roles include positions at Wells Fargo Clearing and Martin Resource Management Corporation. Outside of his advisory work, he holds a CPA license in Texas. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, using proprietary research and planning tools to deliver tailored recommendations.
Robert R
CFP®, Series 66
Longview, TX
Wells Fargo Advisors
Robert Renicker is a CFP® professional with 22 years of industry experience, currently serving at Wells Fargo Advisors since 2022. His prior roles include positions within Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he serves on the board of the Green Acres Baptist Church Foundation and participates in the church’s finance and budget planning committees. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products through a large network of financial advisors.
Fred I
Series 63, Series 65
Longview, TX
Wells Fargo Advisors
Fred Irwin Jr. is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 65 registrations and bringing 37 years of industry experience. He has been with Wells Fargo Advisors and its affiliates since 2009. Outside of his advisory role, he serves on the finance committee of the Evangelical Presbyterian Church in Longview, TX. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory offerings with other financial products and referral services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")