Financial advisers in McKinney, Texas

Adviser profiles

• Eric WolfeManaging PrincipalSuccession FinancialCRD 2738645
• JSJohn ShaoPresident, Owner, Chief Compliance OfficerSummitas Investment ManagementCRD 3020236
• Terry LedbetterPresident, Secretary, & Chief Compliance OfficerKopion Asset ManagementCRD 4410713
• Jonathan LindstromInvestment adviser representativeKopion Asset ManagementCRD 6767902
• QNQuan NguyenInvestment adviser representativeCatalyst Wealth ManagementCRD 7350680
• Clark BuchananInvestment adviser representativeSuccession FinancialCRD 7781925

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.