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Financial Advisors in Frisco, TX

How to choose a financial advisor in Frisco

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Umar Malik

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

ProfileNo contact yet

William Ransom

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frisco, TX

ProfileNo contact yet

Wendy Bissell

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

ProfileNo contact yet

Jessica Watts

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frisco, TX

ProfileNo contact yet

Nicholas Oliver

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

ProfileNo contact yet

Stacy Whitaker

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

ProfileNo contact yet

Evan Daniel

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

ProfileNo contact yet

Vincent Gaglio

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

ProfileNo contact yet

Kurt Petersen

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Frisco, TX

ProfileNo contact yet

Joshua Cedillo

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

ProfileNo contact yet

Robert Hagin

Financial Advisor

Tiaa-Cref Individual & Institutional Services, Llc

Frisco, TX

ProfileNo contact yet
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