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Advisors near 76571

Out of 400,000+ nationwide

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Paul D

CFP®, Series 63, Series 65

Harker Heights, TX

De Rosa Asset Management, LLC

Active portfolio management Passive / index investing Options & derivatives strategies
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Michael K

Series 63, Series 65

Belton, TX

Burr Financial Services, LLC

General retirement planning General tax planning Charitable giving & philanthropy Cash flow / budgeting
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Samantha V

CFP®, Series 63

Salado, TX

The Personal Wealth Coach

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting
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Jeffrey M

CFP®, Series 63

Salado, TX

The Personal Wealth Coach

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting
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Jacob M

Series 63, Series 65

Salado, TX

The Personal Wealth Coach

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting
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Kathryn M

Series 65, Series 66

Temple, TX

Journey Advisory Group, LLC

Tax-loss harvesting Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Humberto V

Series 66

Georgetown, TX

First Command Advisory Services

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retired Mid-Career Professionals
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Toni Ann D

Series 66

Killeen, TX

Navy Federal Investment Services, LLC

ESG / Sustainable investing Wealth management Tax-loss harvesting Retired
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Austin K

Series 66

Temple, TX

GWN Securities Inc.

Wealth management Active portfolio management Tax-loss harvesting Retirement income strategy Cash flow / budgeting Executive Founder/Business Owner
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Merrill S

Series 63

Temple, TX

Benjamin F. Edwards & Company, Inc.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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