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Financial Advisors in Richardson, TX

How to choose a financial advisor in Richardson

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.

Laurie Bubel

Financial Advisor

Ameriprise Financial Services, Llc

Richardson, TX

ProfileNo contact yet

Stephen Falk

Financial Advisor

Kestra Investment Services, Llc

Richardson, TX

ProfileNo contact yet

Joel Garza

Financial Advisor

First Citizens Investor Services, Inc.

Richardson, TX

ProfileNo contact yet

Ivan Zuniga

Financial Advisor

State Farm Vp Management Corp.

Richardson, TX

ProfileNo contact yet

Valeria Zuluaga

Financial Advisor

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Richardson, TX

ProfileNo contact yet
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