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Richard F
CFA®, Series 63, Series 65
San Saba, TX
Ferri Investment Solutions
Richard Ferri is the sole advisor at Ferri Investment Solutions in San Saba, TX. He holds the CFA® designation as well as Series 63 and Series 65 licenses and has 16 years of industry experience. Prior to founding Ferri Investment Solutions in 2019, he operated Rick Ferri, LLC and worked at Portfolio Solutions, LLC. He is involved in investment-related publishing and industry consulting. Ferri Investment Solutions provides advice-only financial consulting to a diverse client base including individuals, families, trustees, retirement plan sponsors, nonprofits, and various institutional clients. The firm follows a long-term, passive investment philosophy focused on low-cost, broadly diversified index funds and ETFs, and does not manage client assets or take custody of funds.
Kevin S
Series 63, Series 65
San Saba, TX
LPL Financial
Kevin Shahan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at multiple firms including MC Bank Texas and Avantax Advisory Services, and he also operates Kevin Shahan, CPA, PLLC, providing tax preparation and accounting services. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, and institutions, offering a broad range of advisory and brokerage services supported by in-house research and multiple investment delivery options.
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Advisors near 76877
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