Invested Better
Financial Planning Services Advisors in Austin, Texas
2,224 Results
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

AUSTIN, TX

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Bianca Lindsey is a financial advisor with over 27 years of experience in the industry. Bianca is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a strong track record of working with a diverse range of clients including high-net-worth individuals, corporations, and institutions. Bianca is a dedicated professional focused on providing tailored financial guidance to her clients.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

AUSTIN, TX

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Binh Nguyen is a financial advisor in Austin, TX with over 22 years of experience in the financial services industry. Binh is a registered representative of J.P. Morgan Securities LLC, a firm that provides financial and investment services to individuals, families, and institutions. Binh has a strong track record of providing comprehensive financial planning, investment management, and retirement planning services to clients. Prior to joining J.P. Morgan Securities LLC, Binh held positions at Chase Investment Services Corp., BANC ONE Securities Corporation, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Ameriprise Financial Services, LLC

location

AUSTIN, TX

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Blake Alan Bergstrom is a financial advisor with Ameriprise Financial Services, LLC. Blake has been in the financial industry since 2003 and has a broad range of experience, offering various financial services. Blake has held previous roles at CRESCENT SECURITIES GROUP, INC. and DOMINION INVESTOR SERVICES, INC. Blake is currently registered with FINRA as a Registered Representative and holds the Series 7, Series 63, and Series 65 licenses, in addition to the SIE exam. Blake is registered in 21 states and is licensed to provide both brokerage and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Kestra Advisory Services, LLC

location

AUSTIN, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Blayne Cameron Worman is a financial advisor who has been in the industry since November 2019. Blayne is currently registered with Kestra Advisory Services, LLC and is located in Austin, Texas. Previously, Blayne worked at LPL Financial LLC in Mount Vernon, Indiana. Blayne has a Series 66, Series 7, and SIE licenses. Blayne's areas of expertise include portfolio management for individuals and businesses, financial planning, and pension consulting. Blayne also provides advisory services to high-net-worth individuals, corporations or other businesses, pension and profit-sharing plans, individuals other than high-net-worth, charitable organizations, and insurance companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James & Associates, Inc.

location

AUSTIN, TX

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Bonnie Perkins is a registered investment advisor representative with Raymond James & Associates, Inc. Bonnie Perkins has been working in the financial services industry since 1984. Bonnie Perkins has experience in providing financial planning, pension consulting and portfolio management. Bonnie Perkins' previous employers include Merrill Lynch and Raymond James.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS
Unclaimed

Kestra Advisory Services, LLC | CFC ® (Certifications)

location

AUSTIN, TX

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Bradford Stewart Fitts is a financial advisor who has been in the industry since June 27, 1993. Bradford Stewart Fitts has held various positions at different firms, including Century Securities Associates, Inc. and Gold Capital Management Inc. Bradford Stewart Fitts is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC. Bradford Stewart Fitts holds Series 7, Series 63, and Series 65 licenses. Bradford Stewart Fitts is also a Chartered Financial Consultant.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

GCB Private Wealth

location

AUSTIN, TX

0 Disclosures

ADVISOR BIO

Bradley Bolnick is an Investment Advisor Representative at GCB Private Wealth. Bradley has over 15 years of experience in the financial services industry. Bradley's areas of expertise include financial planning and portfolio management. Bradley is licensed to provide investment advice in California, Louisiana, New Jersey, New York and Texas. Bradley's experience includes previous roles at LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Bradley is committed to providing clients with personalized financial guidance and strategies that are designed to meet their unique needs and goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

U.s. Capital Wealth Advisors, LLC

location

AUSTIN, TX

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Robert Miller is an active advisor with over 30 years of experience in the financial services industry. Bradley has held previous roles at firms like Morgan Stanley, Citigroup Global Markets, UBS Financial Services and Merrill Lynch. Bradley currently works with U.S. Capital Wealth Advisors, LLC based in Austin, Texas, and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services for businesses and individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

AUSTIN, TX

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Christian Angst is a financial advisor at Stifel, Nicolaus & Company, Inc. Bradley has been in the financial industry since 2007. Bradley has been with Stifel, Nicolaus & Company, Inc. since September 27, 2019. Previously, Bradley worked for George K. Baum & Company and MSCS Financial Services, LLC. Bradley has a strong background in providing investment advice and financial planning services. Bradley is a Series 7, Series 50, Series 52TO, and SIE licensed. Bradley is also registered in Colorado, New Mexico, North Carolina, Texas, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Kestra Private Wealth Services, LLC

location

AUSTIN, TX

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Bradley Carroll Palmer is a financial advisor at Kestra Private Wealth Services, LLC. Bradley has been in the financial industry since January 18, 2016. Bradley holds the Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

Need help matching

with the right advisor?