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Financial Advisors in

Texas

Sort: Alphabetical Video Views Score
Why these advisors?
Score:
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CFA®, CFP®
J.K. Financial, Inc
Dallas, TX

A Total Wealth Practice

I'm not a Broker - John Kvale
I'm not a Broker - John Kvale
3 questions Clients Ask - John Kvale
3 questions Clients Ask - John Kvale
Your Life on 1 Page - John Kvale
Your Life on 1 Page - John Kvale
No Hidden Fees - John Kvale
No Hidden Fees - John Kvale

4 videos
484 views

Score:
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AIF®
Linscomb & Williams
The Woodlands, TX

Serving clients as a fiduciary and trusted personal advisor.


Introduction - Craig Ivy
Introduction - Craig Ivy

1 video
72 views

Score:
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CFP®, ChFC®, FPA
AltruVista, LLC
Houston, TX

Wealth with Purpose

Independent Advice - Ali Nasser
Independent Advice - Ali Nasser
Asset Allocation vs. Asset Location - Ali Nasser
Asset Allocation vs. Asset Location - Ali Nasser
Wealth with Purpose - Ali Nasser
Wealth with Purpose - Ali Nasser

3 videos
558 views


Ark Financial
Austin, TX

Reduce your taxes by 10-40% and reach your goals 18 years faster than average.

Why I became a financial advisor — Jeff Socha
Why I became a financial advisor — Jeff Socha
Why clients hire Ark Financial – Jeff Socha
Why clients hire Ark Financial – Jeff Socha
Why tax planning? – Jeff Socha
Why tax planning? – Jeff Socha
What advice do you give for a good financial advisor? — Jeff Socha
What advice do you give for a good financial advisor? — Jeff Socha
When you helped a client — Jeff Socha
When you helped a client — Jeff Socha

5 videos
133 views

Score:
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AIF®, CFP®, MBA
Dale Buckner, Inc.
Amarillo, TX

As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.

Helping You Achieve Your Life Goals - Dale Buckner
Helping You Achieve Your Life Goals - Dale Buckner
Retirement Reality Checklist - Dale Buckner
Retirement Reality Checklist - Dale Buckner
The Disadvantages of Withdrawing Early from Your Retirement Savings - Dale Buckner
The Disadvantages of Withdrawing Early from Your Retirement Savings - Dale Buckner
Custodian to Custodian Transfer - Dale Buckner
Custodian to Custodian Transfer - Dale Buckner
Overcoming Your Instincts - Dale Buckner
Overcoming Your Instincts - Dale Buckner
Don't Leave Your Savings on the Table - Dale Buckner
Don't Leave Your Savings on the Table - Dale Buckner
Net Unrealized Appreciation - Dale Buckner
Net Unrealized Appreciation - Dale Buckner
Disability and Medicare - Dale Buckner
Disability and Medicare - Dale Buckner
How to Invest for College - Dale Buckner
How to Invest for College - Dale Buckner

9 videos
28 views

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