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Advisors near 75901
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Deborah C
CFA®
Lufkin, TX
Akros Investments, Inc.
Claudia V
Series 65
Lufkin, TX
11 Financial
Claudia Valladares is a financial advisor at 11 Financial in Lufkin, TX, holding a Series 65 designation with seven years of industry experience. She has worked at 11 Financial since 2018 and was previously with Envoy Advisory Inc. and Commercial Bank of Texas. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm uses a combination of fundamental and technical analysis alongside modern portfolio theory to tailor strategies to client goals and risk tolerance.
Taylor K
CFP®, Series 66
Lufkin, TX
11 Financial
Taylor Kovar is a CFP® with 12 years of industry experience, currently serving as an advisor at 11 Financial since 2015. He previously worked at Envoy Advisory Inc. from 2022 to 2024. Outside of advising, Kovar is involved in several business ventures including real estate development, digital marketing, outdoors apparel, frozen treats, and coffee shops. He also serves as an adjunct professor at Stephen F. Austin State University during select spring semesters. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, offering tailored investment strategies that include both long-term allocations and more active trading approaches.
Joseph C
Series 63, Series 65
Lufkin, TX
11 Financial
Joseph Ceasar is a financial advisor with 15 years of industry experience, currently serving at 11 Financial as part of a six-advisor team. He holds Series 63 and Series 65 licenses and has previously worked at Kovar Wealth Management, Semita Asset Management, and Investors of the Kingdom LLC. Ceasar is also the president of the board of directors for the Legacy Institute for Financial Education, a nonprofit organization. 11 Financial provides portfolio management, financial planning, and education services primarily to individual and high-net-worth clients, as well as corporate clients. The firm employs a combination of fundamental and technical analysis alongside modern portfolio theory, offering tailored investment strategies that include both long-term allocations and active trading approaches.
Ashlyn R
Series 63, Series 65
Lufkin, TX
Commonwealth Financial Network
Ashlyn Reece is a financial advisor at Commonwealth Financial Network with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Raymond James & Associates and The Advanced Financial Group. Outside of advisory work, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.
Alexis P
Series 66
Diboll, TX
Sanctuary Advisors, LLC
Alexis Pigg is a financial advisor at Sanctuary Advisors, LLC with 12 years of industry experience. She holds the Series 66 designation and previously worked at Bank of America and Merrill. Alexis serves as President of the Junior League of Lufkin, overseeing the organization's board and community service projects. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes an integrated affiliate structure with multiple affiliated entities and strategic partnerships.
Roy A
Series 63, Series 65
Diboll, TX
Sanctuary Advisors, LLC
Roy Alvis, Jr. Jr. is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include extensive tenures at Merrill and Bank of America. He serves as the administrator for the estate of his mother-in-law, Betty Sexton Brown. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, trusts, and retirement plans. The firm offers customized investment programs through various account structures and supports a broad network of independent advisors and affiliated broker-dealers.
Christopher M
Series 66
Lufkin, TX
Commonwealth Financial Network
Christopher Moss is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Commonwealth since 2022 and has been associated with Advanced Financial Group since 1999. Moss serves as a trustee for the Lufkin Firemans Relief and Retirement Fund. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and operational support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.
Stephen C
Series 66
Lufkin, TX
Commonwealth Financial Network
Stephen Corley is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 14 years of industry experience. He previously worked at Woodlands Asset Management, Inc. and Woodlands Securities Corporation from 2011 to 2022, and has been associated with The Advanced Financial Group since 2010. Outside of advising, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm offers operational support, investment management, and compliance resources, allowing advisors discretion in portfolio construction and access to proprietary model portfolios.
William A
Series 66
Diboll, TX
Sanctuary Advisors, LLC
William Alvis is a Series 66 licensed financial advisor with 12 years of industry experience. He has worked at Sanctuary Advisors, LLC since 2022 and previously held positions at Bank of America and Merrill. Outside of his advisory work, Alvis serves as the 2nd Vice President of a charitable Lions Club and is the incoming Board Chair of the Angelina County Chamber of Commerce. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account structures and utilizes a network of independent advisors alongside affiliated broker-dealer services.
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Advisors near 75901
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