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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Lubbock
has
1
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
51
non-vetted advisors in your local area. These financial advisors in
Lubbock, Texas
have an average of
16
years of experience.
NOTE: The list of financial
advisors in
Lubbock, Texas
mentioned below do not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free
match service to compare financial advisors near you in
Lubbock, Texas.
| Qualified Financial Advisors in Lubbock, Texas | ||||
|---|---|---|---|---|
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
| Matthew Stroud
WELLINGTON STATE WEALTH MANAGEMENT 7801 Quaker Ave, Lubbock, TX 79424 |
16 | Not Specified | Not Specified | Not Specified |
Qualifications
CRD# 5172642
Firm CRD# 6413
Office Location
7801 Quaker Ave,
Lubbock,
TX
79424
Phone Number
806-853-6978
Matt is proud to be an Alumni of Texas Tech University with a degree in Personal Financial Planning, as well as an Alumni of Wayland Baptist University with an MBA in Business. In addition to his education, Matt has over 10 years of experience in the Financial Planning industry. Matt's experience and friendly attitude is part of our commitment to offering personal service and professional guidance that aligns with Wellington State Wealth Management values and vision to put our clients' best interests first.
Our Company Here at Wellington State Wealth Management, we offer all-encompassing services for our clients, like Financial Planning, Estate Planning, Educational Planning, Retirement Planning. Our reputation thrives on our high-level of customer satisfaction and commitment. When our clients are truly confident in their financial stability, we have done our job. Our Commitment Whether you are experienced in the world of financial matters or are just starting to build your portfolio, at Wellington State Wealth Management we can help you every step of the way. Our Principle Even if you have an MBA in business or finance, financial matters can be daunting. In addition to managing and growing your money, our experienced staff at Wellington State Wealth Management aims to provide a continued education that will strengthen our relationship.
Top Financial Advisor Firms in Lubbock, Texas (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| Amicus Financial Advisors, Llc
7021 Kewanee Ave , 4-102, Lubbock, TX 79424 |
$364,506,125 | 1245 |
A percentage of AUM Hourly charges Fixed fees |
| Mcdonald Capital Management
8001 Quaker Avenue , Suite J, Lubbock, TX 79424 |
$233,385,998 | 345 |
A percentage of AUM Performance Based |
| Bonner & Smith, Llc
5308 114th St, Lubbock, TX 79424 |
$229,343,130 | 928 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Alison Robinson Inquire with Alison |
4401 82nd St, Lubbock, TX 79424 | 806-698-5212 |
| Arthur Natividad Inquire with Arthur |
4401 82nd St, Lubbock, TX 79424 | 806-698-5246 |
| Matthew Carr Inquire with Matthew |
3315 81st St, Ste D, Lubbock, TX 79423 | 806-791-5904 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
4401 82nd St, Lubbock, TX 79424 | 806-698-6833 |
| Riddle Capital Management Inquire with Riddle |
2405 20th Street, Lubbock, TX 79411 | 806-281-9245 |
| J Paul Combest Inquire with J |
4401 82nd St, Lubbock, TX 79424 | 806-698-5220 |
| Terry Williams Inquire with Terry |
4401 82nd St, Lubbock, TX 79424 | 806-698-5248 |
| Rodney Fallin Inquire with Rodney |
4401 82nd St, Lubbock, TX 79424 | 806-698-5250 |
| The Combest Grice Group Inquire with Combest |
4401 82nd St, Lubbock, TX 79424 | 806-698-5229 |
| Gary W Ashby Inquire with Gary |
4401 82nd St, Lubbock, TX 79424 | 806-698-5217 |
Grow your AUM with pre-qualified leads!
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