Advisors at this firm
Joy M
Series 63, Series 66
Plano, TX
Nobles & Richards Advisors, LLC
Joy Martinsen is an investment adviser representative at Nobles & Richards Advisors, LLC with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at multiple firms, including Fourstar Wealth Advisors LLC and Centaurus Financial, Inc. Outside of her advisory role, she is a partner in Comprehensive Health Solutions LLC, which provides Medicare sales and service. Nobles & Richards Advisors offers investment management, financial planning, and consulting services to individuals, pension plans, charitable organizations, and businesses. The firm employs a primarily non-discretionary portfolio management approach based on fundamental and market analysis and serves approximately 128 clients with around $34 million in assets under management.
Terri H
Series 65
Plano, TX
Nobles & Richards Advisors, LLC
Terri Herring is a financial advisor at Nobles & Richards Advisors, LLC with 15 years of industry experience. She holds a Series 65 designation and has worked at Nobles & Richards, Inc. since 2011, as well as at Petrogrowth Energy Advisors, L.L.C., XLII Financial Services LLC, and Brown & Brown Securities. Nobles & Richards Advisors provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, municipal entities, and businesses. The firm manages approximately $34 million in assets across 128 client relationships, offering primarily non-discretionary portfolio management based on client-specific investment policies developed through personal interviews.
Ilonka N
Series 63, Series 66
Plano, TX
Nobles & Richards Advisors, LLC
Ilonka Nobles is a financial advisor with Nobles & Richards Advisors, LLC in Plano, TX, holding Series 63 and Series 66 licenses and with 27 years of industry experience. She has been with Nobles & Richards Advisors since 2016 and has been involved with Nobles & Richards, Inc. since 2008. Outside of advisory services, she owns and consults for Telemarketing Law Compliance, LLC. Nobles & Richards Advisors provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, state or municipal entities, and businesses. The firm manages approximately $34 million in assets and offers primarily non-discretionary portfolio management using fundamental and market-based analysis, including alternative investments and structured products when suitable.
Cipriano G
Series 63, Series 65
Plano, TX
Nobles & Richards Advisors, LLC
Cipriano Gomez is a financial advisor at Nobles & Richards Advisors, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at The Vanguard Group, USAA Investment Services, and Charles Schwab. Outside of his advisory role, he is also involved in the restaurant and hospitality industry as a barback and security staff at The Womack. Nobles & Richards Advisors provides investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, charitable organizations, state or municipal entities, and businesses. The firm employs a primarily non-discretionary portfolio management approach, incorporating fundamental and market analysis, and manages approximately $34 million in assets across about 128 client relationships.