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CFA financial advisors in Texas

All 138 advisors

CFA financial advisors in Texas: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Ben Jackson Street Light Wealth Management Dallas CFA Percentage of assets
Benjamin McCue Goodman Financial Houston CFA Percentage of assets, Hourly
Christopher Cayet Sfmg Wealth Advisors Plano CFA Percentage of assets, Fixed fees
David Hunter Rhame & Gorrell Wealth Management The Woodlands CFA Percentage of assets
Donald Capone J.K. Financial Houston CFA Percentage of assets, Hourly
Eric Barden Barden Capital Management Austin CFA Percentage of assets
Eric McDonald Mcdonald Capital Management Lubbock CFA Percentage of assets, Hourly
Jack Cowling Austin Asset Austin CFA Percentage of assets, Fixed fees
Jacqueline Gordon Meridian Wealth Advisors Austin CFA Percentage of assets, Fixed fees
Kevin Cress Nesteggs Soutlake CFA Percentage of assets, Hourly
Kyle Elam Mcelhenny Sheffield Capital Management Dallas CFA Percentage of assets, Fixed fees
Mark Michel Diesslin Group Fort Worth CFA Percentage of assets, Hourly
Mark Scott Trinvest Advisors Volente CFA Percentage of assets, Fixed fees
Michael Mulcahy Kings Path Partners Sugar Land CFA Percentage of assets, Hourly
Michael Mulcahy Kings Path Partners Sugar Land CFA Percentage of assets, Hourly
Michael Sepulveda Meraki Advisors Dallas CFA Percentage of assets, Fixed fees
Michelle Krick Miller Global Investments Dallas CFA Percentage of assets
Owen Murray Horizon Wealth Advisors Houston CFA Percentage of assets, Fixed fees
Paul Jackson Lifestyle Wealth Friendswood CFA Percentage of assets, Hourly
Richea Powell Haven Wealth Group Houston CFA Percentage of assets
Robert Jones 1900 Wealth San Antonio CFA Percentage of assets, Hourly
Robert Lloyd Lloyds Intrepid Wealth Management The Woodlands CFA Percentage of assets, Hourly
Robin Kollannur Goodman Financial Houston CFA Percentage of assets, Hourly
Ross Willmann Warwick Partners Bryan CFA Percentage of assets, Fixed fees
Royce Ramey Versant Capital Management Dallas CFA Percentage of assets, Hourly
Rubin Miller Peltoma Capital Partners Austin CFA Percentage of assets, Hourly
Ryan Dilworth Requisite Capital Management Dallas CFA Percentage of assets, Fixed fees
Samuel Murray Murray Investment Management Houston CFA Percentage of assets, Hourly
Sandip Gokhale Iron Oak Capital Management El Paso CFA Percentage of assets, Hourly
Scott Miller Miller Global Investments Dallas CFA Percentage of assets
Stefan Whitwell Whitwell Advisors Bee Cave CFA Percentage of assets
Stephanie Williams TFR Capital Plano CFA Percentage of assets, Hourly
Taylor Herzog Valinor Wealth Management Plano CFA Percentage of assets, Hourly
Timothy Dwight Fireside Capital Advisors Dallas CFA Percentage of assets, Hourly
Todd Brockwell 1900 Wealth San Antonio CFA Percentage of assets, Hourly
Tyler Hunt Myfi Wealth Management Houston CFA Percentage of assets
William Dunk Paradigm Advisors Dallas CFA Percentage of assets, Hourly
William Moran Howard Financial Services Dallas CFA Percentage of assets, Hourly