Firms
Pros
Learn
Sign Up
Browse Financial Professionals in
Texas
Troy Wootton, AAMS™, CRPC™
Financial Advisor
Edward Jones
Texas
Minimum Assets:
$0
Tim Miller
Financial Advisor
Quaker Wealth Management
New Jersey
Minimum Assets:
$0
Matthew Vitlin
Financial Advisor
Northwestern Mutual
Texas
Minimum Assets:
$100
Andrew Windschitl
Financial Advisor
UBS Financial Services, Inc.
Minnesota
Minimum Assets:
$100,000
Nathaniel Baker
Associate
Independent
DMV
Minimum Assets:
$0
Stefan Jackson
Financial Planner & Portfolio Manager
Jackson Wealth Management, LLC
Colorado
Minimum Assets:
$0
Jenny Shults
Associate Advisor
Chicago Partners Wealth Advisors
IL
Minimum Assets:
$100,000
Aaron Karas
Financial Advisor
Insight Wealth Strategies, LLC
Texas
Minimum Assets:
$0
Mark S. Wilson
Financial Services Professional
Keystone Capital Partners Group, LLC
New York
Minimum Assets:
$0
Matias De Llano
Financial Services Representative
Capital Strategies
Texas
Minimum Assets:
$0
Mickey Ray
Financial Planner
Partners Financial Group
Texas
Minimum Assets:
$0
Robert Walls
Financial Professional
Vision Financial Group
New York
Minimum Assets:
$0
Clint E. Landry
Financial Professional
Mass Mutual
Texas
Minimum Assets:
$0
Jack P. McCaffery
Financial Advisor
Mass Mutual
New Jersey
Minimum Assets:
$0
Wes Shannon
Financial Planner
SJK Financial Planning, L.L.C.
Texas
Minimum Assets:
$0
Jeffrey Cummings
Financial Professional
Spectrum Financial Group
Texas
Minimum Assets:
$0
Young T. Tran
Financial Professional
Stewardship Financial Group
Oregon
Minimum Assets:
$0
Gregory Pinto
Financial Advisor
Our Baystate Team
Massachusetts
Minimum Assets:
$0
Ronald K. McQueen
Financial Services Professional
Mass Mutual Eastern PA
Pennsylvania
Minimum Assets:
$0
Matthew Ure
Financial Advisor
Defense Retirement Systems
Texas
Minimum Assets:
$0
Jane Mepham
Financial Advisor
Elgon Financial Advisors LLC
Texas
Minimum Assets:
$0
Joel Greenberg, MBA
Financial Planner
Prudential
Maryland
Minimum Assets:
$0
Sharon Lear
Owner
Guideway Financial, LLC
Texas
Minimum Assets:
$0
Cassie Wilson
Financial Services Professional
Bluecrest Financial Alliances - Oklahoma
Oklahoma
Minimum Assets:
$0
Timothy Hutchinson Sr.
Financial Advisor
Prudential
Tennessee
Minimum Assets:
$0
Matthew Rozzi
Financial Professional
Wealth Protection Strategies
New York
Minimum Assets:
$0
Michael "Michael" Book
Managing Partner
Fifth Avenue Financial
New York
Minimum Assets:
$0
George Kamel
Financial Planner
Prudential
Virginia
Minimum Assets:
$0
Jodie West
Financial Planner
Stonewater Financial
Texas
Minimum Assets:
$0
Rawlin Carter
Financial Advisor
Prudential
Louisiana
Minimum Assets:
$0
Joseph Silva
Financial Planner
Carolina Financial Group
South Carolina
Minimum Assets:
$0
Jim Lear
Chief Investments Officer
Guideway Financial
Texas
Minimum Assets:
$0
Noah Kahn
Financial Services Professional
Coastal Wealth
Florida
Minimum Assets:
$0
Debbie Morris
Financial Services Professional
Magnolia Wealth Strategies
Alabama
Minimum Assets:
$0
David Maas
Financial Planner
Financial Planning Group - West Bradford Road
Colorado
Minimum Assets:
$0
John Mendes
Financial Planner
Creative Financial Group
New Jersey
Minimum Assets:
$0
Kris Maksimovich
Financial Advisor
Global Wealth Advisors
Texas
Minimum Assets:
$0
Nicholas Otto
Financial Advisor
WestPoint Financial Group
Ohio
Minimum Assets:
$0
Scott O'Brien
Financial Advisor
WorthPointe Wealth Management
Texas
Minimum Assets:
$0
Chad Seegers
Financial Advisor
Insight Wealth Strategies, LLC
Texas
Minimum Assets:
Christina Ma
Financial Advisor
Prudential
Texas
Minimum Assets:
$0
Nicholas Guido
Partner
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
$100,000
Nicole Polanco
Wealth Advisor
Chicago Partners Wealth Advisors
Illinois
Minimum Assets:
N/A
David Wanja, Jr.
Financial Advisor
Financial Synergies Wealth Advisors
Texas
Minimum Assets:
0
Nate Byers
Founder
Calculated Wealth LLC
Minimum Assets:
Are you a Financial Professional?
Our FinPro program matches financial professionals with new clients across the U.S.
Join Today
.png)
.png)
.png)
