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Advisors near 79045
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Uriel V
Series 66
Hereford, TX
Ironwood Investment Group LLC
Uriel Villa Jr. is a financial advisor with Ironwood Investment Group LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones and Cargill Meat Solutions. He also operates as a sole proprietor offering fixed insurance sales. Ironwood Investment Group LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis with strategies that include long-term holdings, option writing, derivatives, and margin trading.
Julian C
Series 65, Series 66
Hereford, TX
Ironwood Investment Group LLC
Julian Castro is an advisor at Ironwood Investment Group LLC with Series 65 and Series 66 credentials. He has been with Ironwood since 2025 and has no prior industry experience. Outside of his advisory role, he works as an assistant manager at Walmart in Hereford, TX. Ironwood Investment Group LLC is an investment manager providing discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, charting, and cyclical analysis and uses strategies that include long-term holdings, option writing, derivatives, and margin trading.
Joe G
Series 63, Series 65
Hereford, TX
Valic Financial Advisors
Joe Green is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior work includes roles at Davidson Oil Company and Agia. Outside of his advisory duties, he works as a project consultant for Davidson Oil and assists customers seasonally at Office Max. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.
Donald P
Series 66
Hereford, TX
LPL Financial
Donald Pittman Jr. is a Series 66 licensed financial advisor with six years of industry experience, currently with LPL Financial since 2026. He previously worked at Edward Jones for seven years and has experience as a CPA and in the communications industry. Outside of his advisory role, he serves as an agent of record for a ranch and is involved in executive decisions for a family residential rental business. LPL Financial provides advisory and brokerage services to a diverse client base, including individuals, 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 large-scale advisory operations with non-advisory product activities.
Kevin K
CFP®, Series 63, Series 66
Hereford, TX
Edward Jones
Kevin Knight is a CFP®-designated financial advisor with Edward Jones in Hereford, TX, where he has worked since 2002, accumulating 23 years of industry experience. Outside of his advisory role, he is a partner in the Knight Family Partnership, involved with ranch land and mineral income in Era, TX. Edward Jones is a full-service wealth management firm serving individual and institutional clients across the United States. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Logan P
Series 66
Hereford, TX
Edward Jones
Logan Palmer is a Series 66 licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2016, including a brief tenure at Pak-A-Sak from 2016 to 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 advisors.
Billy P
Series 63, Series 66
Hereford, TX
LPL Financial
Billy Pierson is a financial advisor with LPL Financial in Hereford, TX, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His prior experience includes roles at Edward Jones and Raymond James Financial Services. Outside of his advisory work, he is involved in a family business operating a car wash. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm offers a variety of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through its extensive network of investment adviser representatives.
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Advisors near 79045
Out of 400,000+ nationwide