Financial advisers in Frisco, Texas
13 profiles with reported offices in Frisco, Texas. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Kelley DouglasManaging Member & Chief Compliance OfficerStonebridge Wealth ManagementCRD 1647969
- John GayPresident/CCOFrisco Financial PlanningCRD 2778797
- Aaron SuriffInvestment adviser representativeVan Clemens Wealth ManagementCRD 2859859
Cliff DemarestManaging MemberConsilium Wealth AdvisoryCRD 4603776- Paul LyonsSenior Managing DirectorTectonic AdvisorsCRD 4900585
- Benjamin JonesMember, President, Founder, and Chief Compliance OfficerWave Wealth ManagementCRD 5091560
- Kenneth BlattenbauerPresident and Chief Compliance OfficerKingstone Capital Partners TexasCRD 5364643
George TownsendChief Compliance OfficerConsilium Wealth AdvisoryCRD 6114451- Nicolas DavisManaging Member/CCOBrindle & Bay Financial AdvisorsCRD 6627447
- Matthew MadisonInvestment adviser representativeWave Wealth ManagementCRD 7564492
- Tori Ten HagenInvestment adviser representativeBrindle & Bay Financial AdvisorsCRD 7606463
- James DemarestOwnerConsilium Wealth AdvisoryCRD 7822723
- Eduardo GandaraInvestment adviser representativeConsilium Wealth AdvisoryCRD 8259440
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.