Financial advisers in The Woodlands, Texas

Adviser profiles

• Paul CarrollChief Compliance OfficerAvion WealthCRD 1896590
• Dwayne TidwellPresident and Chief Investment OfficerBison Investment AdvisorsCRD 2612587
• Danny AllizadehManaging PartnerPosition WealthCRD 3132836
• TRTara RomanRelationship Manager and Chief Compliance OfficerBison Investment AdvisorsCRD 4323375
• WGWilliam GrantInvestment adviser representativeDiamond Client GroupCRD 4438416
• David TurnerManaging Director, Senior Financial AdvisorBison Investment AdvisorsCRD 4579017
• Jonathan SalvatoInvestment adviser representativeDiamond Client GroupCRD 4705585
• Clifton MC MillanManaging Member; CCOWhite Wing Wealth ManagementCRD 4767845
• BFBenjamin FuentezInvestment adviser representativeGuardian Wealth PartnersCRD 4999850
• Lindsey CooksenManaging Member and Chief Compliance OfficerCooksen WealthCRD 5007864
• Jeffrey SavoisInvestment adviser representativeDiamond Client GroupCRD 5381571
• David LuedeckeInvestment adviser representativeDiamond Client GroupCRD 5429147
• Ashley StewartPartner & Wealth ManagerAvion WealthCRD 5538191
• CMChristopher McBeeInvestment adviser representativeAvion WealthCRD 5651350
• Cary MargerCCOPosition WealthCRD 5746211
• Lucas CheathamManaging Member/CEODiamond Client GroupCRD 5958728
• Megan BeaufaysInvestment adviser representativeAvion WealthCRD 6082233
• Elizabeth BradyPartner & Wealth ManagerAvion WealthCRD 6284248
• Alexander AmundsonInvestment adviser representativeAvion WealthCRD 6327059
• Sarah McIvorPartner & Wealth ManagerAvion WealthCRD 6438824
• Cameron CapriottiOwner and CCOLegacy Chief Financial OfficeCRD 6671030
• Brian CheathamChief Operating OfficerDiamond Client GroupCRD 6918524
• DMDonald MaynardInvestment adviser representativeCooksen WealthCRD 7074768
• AZArmir ZeneliInvestment adviser representativeRWM CapitalCRD 7205247
• JLJessie-Jo LucasInvestment adviser representativeKinetic Investment ManagementCRD 7309764
• Andre BaldanzaInvestment adviser representativeDiamond Client GroupCRD 7726147
• AOAshley OwensInvestment adviser representativeAvion WealthCRD 7726721
• ADAbigail DemirovicInvestment adviser representativeAvion WealthCRD 7798773
• BDBrooke DavisInvestment adviser representativeGuardian Wealth PartnersCRD 7828662
• NONicole OckendenInvestment adviser representativeKinetic Investment ManagementCRD 8052085
• MSMeredith StewartInvestment adviser representativeWhite Wing Wealth ManagementCRD 8138321
• KSKarla SaezInvestment adviser representativeAvion WealthCRD 8152817
• WSWilliam SchurigInvestment adviser representativeBison Investment AdvisorsCRD 8338875

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.