Investments Near Me

Advisors in Texas

Explore listed office locations, open original sources, and confirm availability directly with the firm.

Want to search across nearby cities? Search by ZIP code and distance.

73 profiles

Directory summaries · open a profile for full details

Page 5 of 7

Professional	Firm & role	Office	Focus
LE Luz Escarraman-MunozHistorical record	J.P. Morgan Securities LLCFinancial professional	HoustonTexas	Financial services
ML Marc Lawrence FriedmanHistorical record	First Liberties FinancialFinancial professional	DallasTexas	Financial services
MD Marine DoguzashviliHistorical record	J.P. Morgan Securities LLCPrivate Client Investment Associate	PlanoTexas	Financial services
MT Matt T StreifHistorical record	UBS Financial Services Inc.Financial Advisor, Senior Vice President - Wealth Management	AustinTexas	Wealth management
MA Matthew Alexander HieberHistorical record	Wells Fargo Clearing Services, LLCFinancial Advisor	SouthlakeTexas	Wealth management
MD Matthew Daniel WaldmanHistorical record	Kestra Investment Services, LLCFinancial professional	AustinTexas	Financial services
ME Matthew Edward LaskoHistorical record	UBS Financial Services Inc.Financial Advisor, Managing Director - Wealth Management, Private Wealth Advisor, Senior Institutional Consultant, Senior Retirement Plan Consultant	DallasTexas	Retirement planning
MV Mauricio ValenciaHistorical record	Wells Fargo Clearing Services, LLCFinancial professional	HoustonTexas	Financial services
MB Maya BensenHistorical record	J.P. Morgan Securities LLCFinancial Advisor	PlanoTexas	Wealth management
MJ Michael John BrakeyHistorical record	Rockefeller Financial LLCManaging Director	DallasTexas	Financial services
MV Michael Vincent McNameeHistorical record	Raymond James & Associates, Inc.Financial Advisor	AustinTexas	Wealth management
MC Michelle Christine SquareHistorical record	Avantax Investment Services, Inc.Branch Manager	CoppellTexas	Financial services

Looking for another name? Search all directory records

An illustrative financial planning conversation in a bright office

A LITTLE CLARITY. A NEW POSSIBILITY.

LET’S FIND YOUR STARTING POINT

Your next chapter deserves a thoughtful start.

A clearer plan starts with the right conversation. Explore advisors around your goals, then choose your next step.

Find my match Get introduction help

Free to exploreYou control who hears from you