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Advisors near 76067
Out of 400,000+ nationwide
Gelasia S
CFP®, Series 66
Graford, TX
Steed Investments, LLC
Gelasia Steed is a CFP® with 23 years of industry experience, currently serving as the sole advisor at Steed Investments, LLC since 2007. She holds a Series 66 designation and operates from Graford, TX. Outside of her advisory work, she is involved in oil and gas consulting and owns and operates a hospitality resort. Steed Investments, LLC provides investment advisory services, financial planning, and consulting on an hourly or project basis to individuals, trusts, and business entities. The firm uses both fundamental and technical analysis to make non-discretionary recommendations across a range of securities, with clients retaining custody and selecting their own brokers.
Michael B
CFP®, Series 63, Series 65
Mineral Wells, TX
Western Reserve Wealth Management LLC
Michael Babbin is a CFP® professional with 26 years of experience in financial advising. He is the principal at Western Reserve Wealth Management LLC, where he has worked since 2021. Prior to that, he spent a decade with LPL Financial LLC and Redwood Financial Network. He is also a licensed insurance agent. Western Reserve Wealth Management provides discretionary portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and business entities. The firm manages approximately $35 million across about 30 client relationships, employing asset-allocation-based ETF strategies and combining fundamental, quantitative, and technical analysis with modern portfolio theory.
Joshua S
Series 65
Millsap, TX
Fortress Financial Solutions, LLC
Jodie B
Series 63, Series 65
Millsap, TX
LPL Financial
Jodie Barnes is a financial advisor with LPL Financial in Millsap, TX, holding Series 63 and Series 65 licenses and with 25 years of industry experience. Prior to joining LPL Financial in 2017, she spent 20 years at Investment Centers Of America, Inc. Barnes is also involved in non-variable insurance sales through several related entities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory services with insurance and lending products through its large network of investment adviser representatives.
Kelsey C
Series 66
Mineral Wells, TX
Edward Jones
John B
Series 63, Series 65
Mineral Wells, TX
LPL Financial
John Berry is a financial advisor with LPL Financial in Mineral Wells, TX, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at ICA Group Wealth Management and Investment Centers of America. Outside of financial advising, he operates John Berry Ranch, where he cares for and sells cattle. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines advisory operations with non-advisory product activities.
Chuck B
Series 66
Brock, TX
LPL Financial
Chuck Blanton is a financial advisor with LPL Financial, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2011. Outside of his advisory role, he operates a CPA practice focused on tax preparation and accounting services. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.
Laura W
CFP®, Series 66
Mineral Wells, TX
LPL Financial
Laura Watson is a financial advisor with LPL Financial, holding CFP® and Series 66 designations and bringing 10 years of industry experience. She has worked at LPL Financial since 2017 and previously at ICA Group Wealth Management and Investment Centers of America. Watson serves as a council member for the City of Mineral Wells, Texas. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.
Sarah H
Series 66
Mineral Wells, TX
Edward Jones
James W
Series 63, Series 65, Series 66
Mineral Wells, TX
Edward Jones
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Advisors near 76067
Out of 400,000+ nationwide