Eli Pratt

Advisor at Edward Jones

Updated today

Location

Fairfield, TX 75840

Credentials

Series 66

Industry experience

1 year

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement income strategy General retirement planning Wealth management

Occupation focus

Educators, Teachers, and Academics

Location

526 E Commerce St

Fairfield, TX 75840

Most active in

Texas

Work history

Edward Jones

2024 - Present (2 years)

Incommons Bank

2018 - 2024 (6 years)

Farmers State Bank

2014 - 2018 (4 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Rhonda R

Series 63, Series 65

Streetman, TX

Rhonda L Russell

Rhonda Russell is the principal of Rhonda L Russell, an independent financial advisory firm. She holds Series 63 and 65 licenses and has 22 years of experience in the industry. Prior to founding her own firm, she worked at Doshier Pickens & Francis, P.C. for 37 years. Her practice includes tax accounting and planning, which informs her tax-aware investment recommendations. Rhonda L Russell provides financial planning, retirement planning, tax-planning strategies, and investment consultation to individuals and business clients, including pension and profit-sharing plans. The firm emphasizes tax efficiency and offers advisory services through hourly engagements, focusing on asset allocation and a mix of active and passive investment strategies without discretionary portfolio management.

General retirement planning Retirement income strategy General tax planning Passive / index investing Active portfolio management
user avatar

Richard S

Series 63, Series 65

Fairfield, TX

LexAurum Advisors

Richard Schaufert is a financial advisor with LexAurum Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Brokers International Financial Services, Cetera Advisor Networks, Summit Financial Group, VSR Advisory Services, and The Kirkwood Group. Outside of his advisory work, he serves as a firefighter EMT and chief of the Fairfield Volunteer Fire Department and is involved with the Fairfield Lodge 103 AF&AM as a junior steward. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm uses diversified, asset-allocation strategies aligned with modern portfolio theory and offers multiple risk-based managed-account models implemented primarily with low-cost ETFs.

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning Founder/Business Owner
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Michael H

Series 63, Series 66

Fairfield, TX

OSAIC

Michael Hill is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His career includes roles at Sagepoint Financial, Hill & Associates Wealth Management Advisors, and Wealth Advisory Council. Outside of advising, he is a part owner of Union 28 Taphouse, a restaurant and wine tasting room in Midlothian, TX. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers various wealth management programs and utilizes technology-driven investment processes, supporting thousands of advisors and managing approximately $200 billion in assets.

Annuities Founder/Business Owner Executive Retired

Brian B

Series 66

Fairfield, TX

Edward Jones

Retirement income strategy Wealth management Business ownership considerations Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Jefferey T

Series 63, Series 66

Fairfield, TX

Edward Jones

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