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Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future!

Trusting someone to manage your finances is an audacious step to take! Finding the right financial advisor in Texas involves going through a number of financial expert profiles and a large number of options can leave you confused!

How To Find Best Financial Advisors & Planners in Texas?

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Texas to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best Texas financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in Texas

Brian O. Butler

Wealth Standard Financial

4101 Greenbriar Dr
Suite 236

Houston, TX 77098

713-955-6007

Chris Mankoff

JTL Wealth Partners

550 Reserve St
Suite 190

Southlake, TX 76092

972-800-2321

Jeff Rhame

Rhame & Gorrell Wealth Management

1330 lake robbins dr
suite 360

The Woodlands, TX 77380

832-789-1100

Justin Farris

Farris Capital Management Inc

15400 Knoll Trail Dr Suite 350

Dallas, TX 75248

214-525-2141

Kenneth Beber

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034

469-322-1210

Kyle Shores

Merit

2801 Network Blvd.
Suite 503

Frisco, TX 75034

214-423-4204

Rick Lucas

Nestegg Wealth Advisors

3521 Main St Ste.
Ste 101

Rowlett, TX 75088

972-412-6064

Spencer Corzine

AVH Invest

500 E. Whitestone Blvd.
P.O. Box 1977

Cedar Park, TX 78630

512-588-2770

Andy Lawson

Freshfield Investments

1800 Preston Park Blvd
Suite 105

Plano, TX 75093

469-231-6040

Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046

713-850-8900

Ransom Adams

U.S. Capital Wealth Advisors, LLC

300 West 6th St
Suite 1900

Austin, TX 78701

512-342-0202

Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244

214-545-3305

Alex Shurin

Edelman Financial Engines, LLC

1885 St. James Place
Suite 1340

Houston, TX 77027

713-338-3011

Brian Hart

Southwestern Investment Advisory Services, Inc.

2601 Network Blvd., Suite 101

Frisco, TX 75034

972-987-1180

Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613

512-910-2722

Evan McGrath

Allworth Financial

15725 Dallas Parkway, Suite 220

Addison, TX 75001

888-242-6766

Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy.
#226

McKinney, TX 75070

214-542-0809

Jimmy Lee

LPL Financial

9595 Six Pines Dr, Suites 8210

The Woodlands, TX 77380

281-845-1317

Jimmy Lee

Jtl Wealth Parnters

5700 Tennyson Parkway Suite 300

Plano, TX 75024

817-690-8102

John Kvale

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225

214-706-4300

Kay Russell

Edelman Financial Engines, LLC

1111 West 6th Street
Building B, Suite 310

Austin, TX 78703

512-685-2453

Manny Gonzalez

Southwestern Investment Advisory Services, Inc.

14855 Blanco Road, Suite 203

San Antonio, TX 78216

210-907-7024

Mark DiGiovanni

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380

281-407-0467

Matthew Stroud

Wellington State Wealth Management

7801 Quaker Ave

Lubbock, TX 79424

806-853-6978

Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201

650-556-1310

Scott Cash Thompson

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247

210-491-2319

Shane OBrien

Allworth Financial

1800 West Loop South, Suite 1980

Houston, TX 77027

888-242-6766

Jay Stinson

Pecan Street Advisors

3800 N Lamar Blvd, Suite 200
Pmb1033323

Austin, TX 78703

512-617-3218

Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746

512-345-6789

Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478

281-207-2124

Patrick Strodtman

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240

469-250-5687

. .

Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093

866-551-1705

Dash Investments

Dash Investments

4849 Greenville Avenue
Ste 100

Dallas, TX 75206

415-748-9181

List of Additional Financial Advisors in Texas*

* Additional advisor listing is provided in partnership with Yext

Edward Jones - Financial Advisor: Kolburn W Conway, CFP®|CIMA®|AAMS¿

5310 N Tarrant Pkwy
Ste 120

Keller, TX 76244
817-577-6047

Edward Jones - Financial Advisor: Nicholas A Festino, AAMS¿

19500 State Hwy 249
Suite 275

Houston, TX 77070
832-604-7192

Edward Jones - Financial Advisor: Yingying Xu, AAMS¿

4501 Cartwright Rd
Suite 501

Missouri City, TX 77459
281-261-2000

Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
713-934-7700

David Salinas

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Analeisa Gonzales

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Brian Chambers

4101 Wiseman Blvd

San Antonio, TX 78251
210-856-7156

Steven Urena

4101 Wiseman Blvd

San Antonio, TX 78251
877-335-1718

Daniel Segundo

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Vince S Boyd

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Michael Estrada

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Joel Galvan

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Jonathan Granados

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Heather Robinett

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

John Choi

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

David C Boyers

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
972-774-2065

Eduardo Valerio

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Allstate Personal Financial Representative: Jason Van Douser

3332 Spring Stuebner Rd
Ste C

Spring, TX 77389
440-785-6516

Allstate Personal Financial Representative: Bryan Palma

7540 E Grand Ave

Dallas, TX 75214
915-691-4295

Paul Shah - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1683

Beene Wealth Management Group

400 Austin Avenue
Suite 200

Waco, TX 76701
254-755-6575

Laurie Georgeff

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-366-6645

Alex Truong

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
713-402-6426

Michael Smith - Ameriprise Financial Services, LLC

8310-1 N Capital of Texas Hwy
Ste 360

Austin, TX 78731
512-744-4188

Nathan Towers - Ameriprise Financial Services, LLC

1608 Airport Fwy
Ste 100

Bedford, TX 76022
817-580-7000

Edward Jones - Financial Advisor: Melanie R Dunn

14893 Bandera Road
Ste 2

Helotes, TX 78023
210-695-4433

Edward Jones - Financial Advisor: Frank Rattan Jr, CRPC®

1221 Flower Mound Road
Suite 120

Flower Mound, TX 75028
972-691-2158

Edward Jones - Financial Advisor: Danny Holifield

6409 Colleyville Blvd
Suite 6

Colleyville, TX 76034
817-488-7144

Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
919-610-0567

Allstate Personal Financial Representative: Darrell Cooke

20811 Dawn Dr
Ste 800

Lago Vista, TX 78645
979-204-2774

Source Rock Capital Management

215 N Saint Joseph Street

Gonzales, TX 78629
830-672-5716

Authentic Counsel

320 Decker Drive
Suite 100

Irving, TX 75062
972-719-2557

Allstate Personal Financial Representative: James Diaferio

6624 N Riverside Dr
Unit 310

Fort Worth, TX 76137
940-923-8212

The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1450

James R. McDonald III - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3126

Rick Lucas | Nestegg Wealth Advisors

3521 Main St, Ste 101

Rowlett, TX 75088
972-412-6064

Love Wealth Management

1200 East New York Avenue

Midland, TX 79701
432-620-0001

Zodrow Blair Group - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
281-263-6216

Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
210-321-2759

Allstate Personal Financial Representative: Douglas Sharp

1400 W Sam Houston Pkwy N
Ste 130

Houston, TX 77043
281-705-3684

John P. Jackson - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
361-729-2201

Michael Farah - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
361-729-2201

Neal Grant

12808 West Airport Blvd
Suite 253

Sugar Land, TX 77478
281-229-5000

Edward Jones - Financial Advisor: Marissa E Whittle

3305 NE Loop 286
Suite D

Paris, TX 75460
903-272-1268

Edward Jones - Financial Advisor: Benjamin T Canfield

757 N Eldridge
Ste 770

Houston, TX 77079
713-984-8620

Tam Nguyen

13831 Northwest Freeway
Suite 215

Houston, TX 77040
713-780-9989

Blanton Financial Services, LLC

800 Autumn Ridge Drive

Granbury, TX 76048
817-229-6919

Allstate Personal Financial Representative: Brian Beavers

2100 N Hwy 360
Ste 302

Grand Prairie, TX 75050
972-230-7722

4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
214-390-9505

Patricia Sayyah - UBS Financial Services Inc.

4400 Post Oak Parkway
16th And 17th Floors

Houston, TX 77027
281-709-0434

Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
281-999-1283

Allstate Personal Financial Representative: Joel Wayman

1701 N Collins Blvd
Ste 336

Richardson, TX 75080
469-222-6463

John Gascoyne - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4725

John Martinez, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7052

Zientek Advisors

2465 South Kirkwood

Houston, TX 77077
281-496-6152

Julius B. Hill - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4448

M. Ann Page, CPWA, CIMA, CEPA, CRPC - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2844

Michael Fields - Ameriprise Financial Services, LLC

4810 Spicewood Springs Rd
Ste 200

Austin, TX 78759
512-527-2802

Christopher Green - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8143

MacNaughton & Associates

3355 West Alabama
Suite 180

Houston, TX 77098
713-955-7664

Linscomb & Williams

1400 Post Oak Blvd.
Suite 1000

Houston, TX 77056
713-840-1000

Edward Jones - Financial Advisor: Richard L Johnson II, CFP®

9595 Six Pines Drive
Ste 6340

The Woodlands, TX 77380
281-363-4626

Edward Jones - Financial Advisor: Taylor D Bell

757 N Eldridge
Ste 770

Houston, TX 77079
713-984-8620

Scott Uptegraph - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5045

The Resolute Group - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7140

Chris M. Garcia - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1055

Michael Mickey Johnson - Ameriprise Financial Services, LLC

100 Congress Ave
Ste 2000

Austin, TX 78701
512-391-6990

Lawrence Lee - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
972-943-7216

Russ Ray - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5758

Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
713-659-1212

Brian Wiese - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-370-0464

Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
325-653-1040

Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
512-275-3897

Mary Dolansky - Ameriprise Financial Services, LLC

8309 Whitley Rd
Ste 101

Watauga, TX 76148
817-581-5534

Carlos Adrian Stahl

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Allstate Personal Financial Representative: Thomas Bowdish

2100 N Hwy 360
Ste 106a

Grand Prairie, TX 75050
972-743-0009

Layton Shelton - United Texas Credit Union

5120 Golden Triangle Boulevard

Fort Worth, TX 76244
817-834-9777

Brad Bishop - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
713-965-8150

The Haggar Team - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-932-8932

Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
979-244-3218

Lena Adams-Winkel - UBS Financial Services Inc.

1700 South 10th Street
Suite 200

Mcallen, TX 78503
956-928-8006

Jim Horgan - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-362-4708

Allstate Personal Financial Representative: Judy Davis

8955 Katy Fwy
Ste 206

Houston, TX 77024
832-335-9756

Allstate Personal Financial Representative: Mark Wilson

2600 Gessner Rd
Ste 211

Houston, TX 77080
281-406-5400

Cari Schulz - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3583

Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
512-218-7993

Crystal Maxwell, CFP, CIMA - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2817

David DiRe - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5293

Adapt Partners - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
210-805-1060

Jamie Ford Saalfeld - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4407

K M & L, LLC

2801 North Velasco St
Suite C

Angleton, TX 77515
979-849-8297

Rick Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
281-280-3303

Lian Ler

346-240-3756

Allstate Personal Financial Representative: Edward Connolly

7610 W Highway 71
Ste C

Austin, TX 78735
512-745-3086

Allstate Personal Financial Representative: Ramon Reyna

2250 Thousand Oaks Dr
Ste 207

San Antonio, TX 78232
210-294-1260

Steve Burchett - Ameriprise Financial Services, LLC

150 Pine Forest Dr
Ste 601

Shenandoah, TX 77384
936-231-8966

7th Harvest Investments

100 North Central Expressway
Suite 1210

Richardson, TX 75080
972-231-1525

Joe A Scott - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
972-232-1625

Allstate Personal Financial Representative: Jerome Senegal

8880 Highway 6
Ste 180

Missouri City, TX 77459
281-435-2799

Aleta M Scott

713-953-1699

Best Path Advisors

105 Quail Run Street

Colleyville, TX 76034
817-849-1375

Melissa Zoulek

858-524-9206

Bryan Badura - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4461

Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
713-400-7800

Aspect Wealth Management

9311 San Pedro Avenue
Suite 750

San Antonio, TX 78216
210-268-1500

Stifel | Jonathan Stewart

300 Throckmorton Street
Suite 1400

Fort Worth, TX 76102
817-717-6804

Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
832-910-8437

Rick Foster | Guardian Financial Management

1422 W Main #200

Lewisville, TX 75067
972-996-7858

Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
281-372-8410

American Momentum Bank

1 Momentum Blvd

College Station, TX 77845
979-774-1111

Joshua Pottinger, CIMA® - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7528

Margolies Law Office

7920 Belt Line Rd
Ste 650

Dallas, TX 75254
469-626-7760

Benjamin Lopez - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
361-889-5255

April Jupiter - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2226

Ark Financial Management

129 South Main Street
Suite 110

Grapevine, TX 76051
817-488-1119

JTL Wealth Partners

5700 Tennyson Parkway
Suite 300

Plano, TX 75024
469-929-9350

Margaret Capehart - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 105

Houston, TX 77057
713-507-1017

Pradeep Gokhale - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
281-566-5508

Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
214-223-6022

First Command Financial Advisor - Kadri Lindemann

1 FirstComm Plaza

Fort Worth, TX 76109
817-569-3194

Stephen Redman - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5267

Hyatt Romero McGuire Wealth Management - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3570

Andrew D. Clugston - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
817-416-4416

Dennis Charleton - Ameriprise Financial Services, Inc.

103 Plantation Dr

Lake Jackson, TX 77566
979-297-0478

First Command Financial Advisor - Brent Eaton

4245 Kemp Blvd
Suite 506

Wichita Falls, TX 76308
940-692-5901

Buescher Wealth Management - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3572

First Command Financial Advisor - Alexander Tyler

4200 S Hulen
Suite 513

Fort Worth, TX 76109
817-738-2661

Trahan Financial Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-654-0362

The Tally McManus Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7530

First Command Financial Advisor - Byron Rogers

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

Team Vincent Invida Financial Network

258 OakWood Ln

McGregor, TX 76657
443-418-7817

East Texas Wealth Management - UBS Financial Services Inc.

6101 S. Broadway
Suite 510

Tyler, TX 75703
903-534-4007

Federico Schoenhofer - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-403-1847

First Command Financial Advisor - Jason Smith

2101 Pat Booker Rd
STE 108

Universal City, TX 78148
210-658-3809

Michele Powell | Stifel Investments

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-939-7618

William Frisco - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3074

The Legacy Group - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0574

Steed Financial Group

6103 Morning Dew Dr

Austin, TX 78749
469-831-7119

Advanced Financial Strategies

125 Topeka Drive
Suite A

Waco, TX 76712
800-876-3817

Arthur Dumm - Morgan Stanley Financial Advisor

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7046

Morgan Stanley Financial Advisors

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
281-263-1600

G & L Financial Strategies Guy W. Jones, CFP, RICP Lynn Jones, LUTCF

3311 Interstate 35
Suite 100

Denton, TX 76207
940-566-0377

The Woods Group - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6653

Shawn Nicholas - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0602

Everstream Capital

2090 IH 35 N
4114

New Braunfels, TX 78130
830-515-7096

Miguel Cortina Icaza - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2010

Gary R Ward - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-863-5521

Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
214-706-9462

Jay Horowitz - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3146

R. Allen Goode - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
214-661-7050

BridgeNorth Wealth Advisors - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
210-541-0126

Atlas Retirement Strategies LLC

21720 Hardy Oak Blvd.
Ste 85

San Antonio, TX 78258
210-321-1400

Strategic Insights Financial Planning Group - Ameriprise Financial Services, LLC

3008 N McColl Rd
Ste A

McAllen, TX 78501
956-687-7902

Stewart Mc Lauchlan - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
972-265-7001

First Command Financial Advisor - Aaron Dunda

4200 S Hulen
Suite 513

Fort Worth, TX 76109
817-738-2661

Hugh Stephenson, CFA - UBS Financial Services Inc.

100 Crescent Court

Dallas, TX 75201
214-981-0528

First Command Financial Advisor - Brian Pablo

7719 Wood Hollow Drive
Suite 260

Austin, TX 78731
512-346-0900

Robby Rogers, AAMS - UBS Financial Services Inc.

401 Southwest First St.

Andrews, TX 79714
432-523-5967

First Command Financial Advisor - Castulo Vera

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

Capital City Mortgage

610 Uptown Boulevard
Suite 2000

Cedar Hill, TX 75104
281-836-3029

S. Scott House - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4450

Andrew Williamson, CFP - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2808

Averett Financial

6050 Southwest Boulevard
Suite 200

Fort Worth, TX 76109
817-420-6223

Craig Pierce - Morgan Stanley

802 N. Carancahua St., Ste. 1120

Corpus Christi, TX 78401
361-889-5225

K&S Wealth Advisors - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-957-7085

Kasiri Wealth Management - UBS Financial Services Inc.

800 North Shoreline Boulevard
North Tower, Suite 160

Corpus Christi, TX 78401
361-886-4501

Larisa Sanders

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-3021

Joel Dale Travis - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-820-2201

JNorth Financial, LLC

3214 Clear Water Park Drive

Katy, TX 77450
281-728-5890

Michael Bueche - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4436

James Sanders - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-277-4412

Patrick Evans - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0334

Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
972-613-2525

The Carrigan Paul Eastburn Group - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-981-0548

Jason Sharpe - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-542-7502

Richard Renaudin - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2950

Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
972-726-9888

Dax McCracken, AAMS - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
512-479-5254

Thomas Rosellini, CFP, CIMA, CPWA - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
713-940-2993

Edward Jones - Financial Advisor: Christian L Rivera

5148-B Broadway

San Antonio, TX 78209
210-828-2898

Jose Csitkovits

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Edward Jones

800 N Main St
Suite 130

McAllen, TX 78501
956-627-1156

Russell N Harrison - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
210-366-6612

Ron W Toth - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
281-863-5506

Michael Kaplan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3027

Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
469-865-1066

Edward Jones - Financial Advisor: Mason G Williams, CFP®|CEPA®|CRPC®

8080 N Central Expressway
Suite 1440

Dallas, TX 75206
214-324-4474

Gregory Sexton - UBS Financial Services Inc.

301 Commerce Street
Suite 2800

Fort Worth, TX 76102
817-347-3566

Ronald M Davis - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-450-6654

Tristan Simmons - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7030

Balanced Financial Services

209 West Main Street

Kenedy, TX 78119
830-299-4781

LaMotta Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
17th Floor

Houston, TX 77027
713-940-2973

Edward Jones - Financial Advisor: Lucy Gore

14435 Webb Chapel Rd

Farmers Branch, TX 75234
972-243-4895

Edward Jones - Financial Advisor: Garrett T Gunn, AAMS®

421 S Main St

Big Spring, TX 79720
432-606-9010

Aileen Dizon

469-782-1135

Dale R Heysse - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
281-263-6203

Dallas, TX Branch Office - UBS Financial Services Inc.

100 Crescent Court
Suite 600

Dallas, TX 75201
214-220-0400

Constantine Mosi

210-617-7047

Brandon Lakey

972-516-1061

Edward Jones - Financial Advisor: Alejandro Galindo

14435 Webb Chapel Rd

Farmers Branch, TX 75234
972-243-4895

Edward Jones - Financial Advisor: Morgan V Henderson

406 N Grand Ave
Suite 112

Gainesville, TX 76240
940-665-0885

Edward Jones - Financial Advisor: Neal B Norton

1700 Alma Dr
Suite 245

Plano, TX 75075
972-423-3446

Michele Rohde - Ameriprise Financial Services, LLC

5606 N Navarro St
Ste 207

Victoria, TX 77904
361-575-2600

Edward Jones - Financial Advisor: David P Rogers

6710 Stewart Rd
Ste 201

Galveston, TX 77551
409-744-1769

Edward Jones - Financial Advisor: Meagan C Recinos

3305 Northland Drive
Suite 405

Austin, TX 78731
512-302-3279

Edward Jones - Financial Advisor: Robb Brotemarkle, CRPC®

12238 Queenston Blvd
Suite H

Houston, TX 77095
281-246-4020

Derrick Kinney & Associates - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
817-419-6001

Edward Jones - Financial Advisor: Daniel Lyons

220 Jones St

Chandler, TX 75758
903-849-0426

Ryan Hill - Morgan Stanley

5001 Spring Valley Rd
Ste 900W

Dallas, TX 75244
972-774-6549

The Mott Group @ Graystone Consulting - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
281-717-1416

The Hoover Schmidt Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3123

Edward Jones - Financial Advisor: Cody W Hambrick, CRPC®

3711 W Green Oaks Blvd
Suite B1

Arlington, TX 76016
817-496-7729

Edward Jones - Financial Advisor: Audrey C Dake, CFP®

3232 Fall Creek Hwy

Granbury, TX 76049
817-326-2825

Edward Jones - Financial Advisor: Keith Abbott

705 W Broadway St

Andrews, TX 79714
432-523-6433

Edward Jones - Financial Advisor: Andy C Evans, CFP®|ChFC®|CEPA®

110 Vintage Park Blvd
Suite F

Houston, TX 77070
281-370-1827

Edward Jones - Financial Advisor: Greg Gideon

6344 Davis Blvd
Ste 100

North Richland Hills, TX 76180
817-428-2700

David Lane Gardner - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
512-469-3447

Veronica Visbal - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2760

Scott Monteverde - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-965-5046

Edward Jones - Financial Advisor: Albert Santaella, CFP®

17950 Preston Road
Suite 134

Dallas, TX 75252
972-732-7252

Edward Jones - Financial Advisor: Sheila Pringle

1550 FM 2673

Canyon Lake, TX 78133
830-964-4744

Edward Jones - Financial Advisor: Mike Smith, CFP®

5189 E I-20
Suite 103

Willow Park, TX 76087
817-441-9439

Edward Jones - Financial Advisor: Scotti Smith Castro

179 Ih 45 S
Suite 100

Huntsville, TX 77340
936-730-8397

Edward Jones - Financial Advisor: Sam Spears, AAMS¿

2362 F M 1781

Rockport, TX 78382
361-729-2712

Edward Jones - Financial Advisor: Jacob B Giesen

3526 E FM 528
Ste 104

Friendswood, TX 77546
281-992-2809

Edward Jones - Financial Advisor: Robert J Franklin

18230 FM 1488
Suite 106

Magnolia, TX 77354
281-356-7786

Virginia Raborn - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6177

Henry Jordan - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
214-981-0522

Impact! Partners Financial

3027 Marina Bay Drive 100

League City, TX 77573
281-549-6515

Edward Jones - Financial Advisor: Randy P Bowen, CFP®

1723 N Center

Bonham, TX 75418
903-640-4141

Chris Sanger - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
210-271-6135

Edward Jones - Financial Advisor: Clif Clay

1430 Robinson Rd
Ste 230

Corinth, TX 76210
940-891-0109

Edward Jones - Financial Advisor: Jason K Haddix

8350 N Central Expwy
Suite 110

Dallas, TX 75206
214-265-6043

Edward Jones - Financial Advisor: Lane M Harrington

875 Straus Rd
Suite 300

Cedar Hill, TX 75104
972-293-2010

Bill Rippey - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

Ann Hundl - Ameriprise Financial Services, LLC

810 N Mechanic St

El Campo, TX 77437
979-541-5905

Edward Jones - Financial Advisor: Bobby Burrus

1121 Hillcrest Drive

Vernon, TX 76384
940-552-9219

Edward Jones - Financial Advisor: Cody M Williams

4009 Banister Ln
Ste 235

Austin, TX 78704
512-494-4738

Edward Jones - Financial Advisor: Corey A Skahill

101 N Highway 281
Suite 207

Marble Falls, TX 78654
830-598-5492

Edward Jones - Financial Advisor: Dana R Curtis, AAMS¿|CRPC®

3406 A 4th Avenue

Canyon, TX 79015
806-655-2271

Edward Jones - Financial Advisor: Jordan R Gristy, CFP®|ChFC®

9710 W FM 2147
Suite 102

Horseshoe Bay, TX 78657
830-598-2419

First Command Financial Advisor - Sushen Sehgal

5057 Keller Springs RD
Suite 110

Addison, TX 75001
214-451-3150

Edward Jones - Financial Advisor: Jeremy B House, AAMS¿

1451 West US Highway 380
Business Ste 2A

Decatur, TX 76234
940-627-2854

Edward Jones - Financial Advisor: Kevin Basham

222 E Amherst
Suite 200

Tyler, TX 75701
903-939-0154

Edward Jones - Financial Advisor: Jason D Hudson, AAMS¿

600 S Tyler St
Suite 1405

Amarillo, TX 79101
806-373-4617

Michael L Brunner - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2786

Edward Jones - Financial Advisor: Chantell Gonzales, AAMS¿|CRPC®

2501 Ranch Road 620 South
Suite 210

Austin, TX 78738
512-263-2426

Gabriela Melendez

4101 Wiseman Blvd

San Antonio, TX 78251
888-367-6663

Chinedu Onuba

713-780-9989

James Schwartz

972-516-1061

Edward Jones - Financial Advisor: Darrell V Griffin, CRPC®

8617 Mid Cities Blvd
Suite 100

North Richland Hills, TX 76182
817-656-4709

Lisa Rakus - United Texas Credit Union

7318 Louis Pasteur Drive

San Antonio, TX 78229
210-561-4500

Francheska Gonzales - United Texas Credit Union

2595 Polaris Drive

Fort Worth, TX 76137
817-834-9777

Stephen David Liddell - UBS Financial Services Inc.

7250 Dallas Parkway
Suite 1200

Plano, TX 75024
469-440-0520

Gina Rodriguez

210-617-7047

Barry Wood - Ameriprise Financial Services, LLC

1707 Foggy Glen Cv

Austin, TX 78733
512-263-3695

Future Financial Solutions

5804 Valencia Dr

Flower Mound, TX 75028
214-908-5563

Will Warnock - Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
940-696-7307

Edward Jones - Financial Advisor: Collin W Jackson

204 Christie St

Lufkin, TX 75904
936-634-4611

Allstate Personal Financial Representative: Andrew Kacz

17430 Campbell Rd
Ste 206

Dallas, TX 75252
774-218-9270

Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
972-244-5733

Allstate Personal Financial Representative: Jorge Montalvo

401 E Whitestone Blvd
Ste A102

Cedar Park, TX 78613
210-326-7026

David L. Shine - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2777

Allstate Personal Financial Representative: Kimberly Williams-Howard

2660 E Common St
Ste 202

New Braunfels, TX 78130
210-878-5001

Chester Palid

972-516-1061

Edward Jones - Financial Advisor: Russell C Braun, CFP®

1515 Fannin St
Suite B

Columbus, TX 78934
979-732-2502

First Command Financial Advisor - Oscar Romero

4712 Woodrow Bean
Suite F

El Paso, TX 79924
915-772-0100

First Command Financial Advisor - David W Trammell

5057 Keller Springs RD
Suite 110

Addison, TX 75001
214-451-3150

Alfonzo Chavana - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
210-582-1300

First Command Financial Advisor - Zachary Meitner

4712 Woodrow Bean
Suite F

El Paso, TX 79924
915-772-0100

Edward Jones - Financial Advisor: Suzanne Medford

122 W John Carpenter Fwy
Suite 478

Irving, TX 75039
972-717-7589

Anthony S Hensley - Ameriprise Financial Services, LLC

9821 Katy Fwy
Ste 210

Houston, TX 77024
713-464-9700

Edward Jones - Financial Advisor: Richard G Davis

25132 Oakhurst Drive
Suite 207

Spring, TX 77386
281-419-4644

The Credit Fighters

3652 Wanda Lane

HALLSVILLE, TX 75650
903-500-2948

Edward Jones - Financial Advisor: Ryan L Everett, CEPA®

17115 San Pedro Ave
Suite 110

San Antonio, TX 78232
210-495-3744

Edward Jones - Financial Advisor: Jerry Ponzio, CFP®|CEPA®

9191 Kyser Way
Suite 100

Frisco, TX 75033
972-335-5101

Edward Jones - Financial Advisor: Joseph A Crowley

18 Augusta Pines Dr
Suite 149E

Spring, TX 77389
346-468-1166

Randall J Petrick - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
713-993-2780

Luvy Gonzalez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-966-2168

Leann Drake - Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
940-696-7319

Tate Lindsey - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
817-276-5505

Arthur Hughes - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
956-687-7902

Mike Cook - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
713-968-3077

Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
281-444-8732

Art Fahim - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
817-591-8024

Garry Nichols - Ameriprise Financial Services, LLC

214 E College St

Grapevine, TX 76051
817-488-0905

Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
512-744-4804

Antonio Opengo - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
713-658-2720

Gary Grahnquist - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
214-445-0605

First Command Financial Advisor - Bob Vasquez

3803 Levy Lane
Suite 104

Killeen, TX 76542
254-526-4559

Ralph Schroeder - Ameriprise Financial Services, LLC

1610 Woodstead Ct
Ste 110

The Woodlands, TX 77380
281-362-1995

Rodney L McLeod - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
214-696-7152

Jennifer Joyce Chachere - Ameriprise Financial Services, LLC

25511 Budde Rd
Ste 301

The Woodlands, TX 77380
832-299-6488

Morgan Stanley Financial Advisors

500 S Taylor
Ste 320

Amarillo, TX 79101
806-345-1200

Kevin Talley - Ameriprise Financial Services, LLC

13623 Perry Rd

Houston, TX 77070
281-894-0888

Garner Financial

3120 Milton Avenue

University Park, TX 75205
214-369-2045

James Frankowski - Ameriprise Financial Services, LLC

363 N Sam Houston Pkwy E
Ste 1480

Houston, TX 77060
281-931-1900

Lawrence A Conklin - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
713-993-2773

Dane Pearson - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
713-499-2016