Financial advisers in Waco, Texas
17 profiles with reported offices in Waco, Texas. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Samuel SimpsonInvestment adviser representativeCapital SquareCRD 835124
Phillip CastlePresident and Chief Compliance OfficerWinnacle WealthCRD 2619152- David NuckolsInvestment adviser representativeWinnacle WealthCRD 2983397
Todd StonerManaging Member and Chief Compliance OfficerDisciplined InvestorsCRD 4460047- Kendell AdlerInvestment adviser representativeCapital SquareCRD 4592220
Russell LivesayManaging MemberDisciplined InvestorsCRD 5328236- Thomas StevensonFinancial AdvisorAvant Financial AdvisorsCRD 5957044
- Quinc PearcyInvestment adviser representativeFort AdvisorsCRD 6328329
Jessica BurchVice PresidentWinnacle WealthCRD 6541011- Sabrina MooreInvestment adviser representativeDisciplined InvestorsCRD 6557632
Angelo OchoaInvestment adviser representativeDisciplined InvestorsCRD 7197424
Alden AbshireInvestment adviser representativeWinnacle WealthCRD 7551010- Alexandra KazanasInvestment adviser representativeDisciplined InvestorsCRD 7703506
- Terra PennerInvestment adviser representativeDisciplined InvestorsCRD 7848299
Steven FleurietInvestment adviser representativeWinnacle WealthCRD 8034332- Reid HigginsInvestment adviser representativeDisciplined InvestorsCRD 8087407
- Paris HookhamInvestment adviser representativeDisciplined InvestorsCRD 8089592
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.