Financial advisers in Plano, Texas

Adviser profiles

• JVJohn VannCEO/CCO/ChairmanVann Equity ManagementCRD 453172
• Jon ReppertPresidentSpectrum AdvisorsCRD 1474315
• MCMichael CooperInvestment adviser representativeUnited Advisors AmericaCRD 1529488
• KFKenneth FisherExecutive Chairman, Chairman Board of Managers, Co-Chief Investment Officer, Investment Policy CommitteeFisher Asset ManagementCRD 1811355
• TEThomas EiflerInvestment adviser representativeWealthTrust Asset ManagementCRD 1817915
• RPRobert PoynorInvestment adviser representativeCastleview PartnersCRD 2198999
• Bryan LeePresident/Chief Compliance OfficerStrategic Financial PlanningCRD 2444953
• Ryan McDonaldInvestment adviser representativeVann Equity ManagementCRD 2720049
• DFDebbie FeuerInvestment adviser representativeFulcrum Equity ManagementCRD 2784941
• Robert BlairInvestment adviser representativePeak American Investment AdvisorsCRD 2806294
• Suzanne FitzgeraldInvestment adviser representativeSolutions 4 WealthCRD 3136145
• CLCraig LoveManaging Member/Chief Compliance OfficerFulcrum Equity ManagementCRD 3256421
• DODamian OrnaniChief Executive Officer, Board of ManagersFisher Asset ManagementCRD 4122498
• William TevisPresident, Chief Compliance OfficerTevis Investment ManagementCRD 4147664
• Keith HutsonManaging Partner, CCOEubank, Hutson & AssociatesCRD 4448756
• RGRobert GarnerPresident/ShareholderGarner Asset ManagementCRD 4467833
• David FaulknerShareholderSpectrum AdvisorsCRD 4490886
• JNJulie NielsenInvestment adviser representativeVann Equity ManagementCRD 5360280
• DSDerek SolizInvestment adviser representativeFulcrum Equity ManagementCRD 5392815
• Matthew McIntyrePresidentPeak American Investment AdvisorsCRD 5414253
• BKBrittney KolesarInvestment adviser representativeAres Financial ConsultingCRD 5586036
• JJJulian JohnsonInvestment adviser representativeCastleview PartnersCRD 5649819
• Scott SchwitzerInvestment adviser representativePeak American Investment AdvisorsCRD 5654423
• WBWilliam BlakeChief Executive Officer & Chief Compliance OfficerPMG Family OfficeCRD 5790727
• Nicholas LehmanInvestment adviser representativeSpectrum AdvisorsCRD 6392465
• KKKarina KingmanInvestment adviser representativeSpectrum AdvisorsCRD 6461115
• DCDavid CainInvestment adviser representativeCastleview PartnersCRD 6475492
• JBJerod BrockelmanAdvisor/Manager/PartnerEubank, Hutson & AssociatesCRD 6550328
• CCConnor CastellanoInvestment adviser representativeArnold Castellano and AssociatesCRD 6569751
• Austin GarronInvestment adviser representativePeak American Investment AdvisorsCRD 6590087
• Lori DunnDirector, Chief Compliance Officer, SecretaryPeak American Investment AdvisorsCRD 7062383
• RWRobert WilliamsInvestment adviser representativePeak American Investment AdvisorsCRD 7272897
• John CongdonInvestment adviser representativePeak American Investment AdvisorsCRD 7282860
• Luke SchlenkerInvestment adviser representativePeak American Investment AdvisorsCRD 7892603
• VFValerie FieldInvestment adviser representativeStrategic Financial PlanningCRD 7967652
• EHElise HendersonInvestment adviser representativeSpectrum AdvisorsCRD 7984217
• Amanda FarrarInvestment adviser representativePMG Family OfficeCRD 8126270

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.