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Top 29 financial advisors of 29 near 75401
Out of 400,000+ nationwide
Maria H
Series 66
Commerce, TX
Edward Jones
Joshua C
Series 63, Series 66
Royse City, TX
Fidelity
Joshua Coursey is an Executive Planning Consultant I at Fidelity Investments, where he has been employed since 2020. In his current role since 2025, he focuses on helping clients optimize the benefits their companies offer and works to build long-lasting relationships that support clients' financial goals. Prior to this, he held various positions within Fidelity, including Benefits Planning Consultant, Workplace Planning Consultant, High Net Worth Associate, and Customer Relationship Advocate. Before joining Fidelity, Joshua worked as a Senior Banker at First National Bank in Texas from 2019 to 2020. Joshua's career has provided him with experience in benefits planning, workplace consulting, and high net worth client services. This background supports his work in assisting clients with both short and long-term financial planning. Outside of his professional responsibilities, Joshua enjoys comedy, family activities, football, golf, and traveling.
Aleah P
Series 66
Royse City, TX
Edward Jones
Dylan A
Series 66
Greenville, TX
Edward Jones
Michael M
Series 66
Commerce, TX
Edward Jones
Eric M
CFP®, Series 66
Greenville, TX
Edward Jones
Victoria W
CFP®, Series 63, Series 65
Greenville, TX
Financial Lifestyle Management
Trey T
Series 65
Royse City, TX
Hackberry Capital Management
Tara H
Series 63, Series 66
Lone Oak, TX
Advisor Resource Council
Kathryn R
Series 65
Greenville, TX
First Advisors National, LLC
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Finding advisors...
Top 29 financial advisors of 29 near 75401
Out of 400,000+ nationwide