LPL Financial
42yrs
Top advisor for experience in Rowlett
Financial advisors in Rowlett, TX
Looking for a financial advisor in Rowlett, TX? We list 22 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
22Advisors with offices here
10Median years of experience
86%At fee-only firms
16Firms represented
Largest firms here: Edward Jones (5), LPL Financial LLC (2), Strategic Advisers LLC (2).
Nearby: Sachse, Garland, Wylie, Rockwall, Sunnyvale, Lavon, Fate, Mesquite.
FLB Capital Management
30yrs
Top 9% for experience in Rowlett
Thrivent Investment Management
26yrs
Top 11% for experience at Thrivent Investment Management
Szafran Capital Management
25yrs
Top 18% for experience in Rowlett
Kovack Advisors
25yrs
Top 23% for experience in Rowlett
Raymond James Financial Services Advisors
22yrs
More experience than 73% of advisors in Rowlett
Nestegg Wealth Advisors
19yrs
More experience than 68% of advisors in Rowlett
LPL Financial
16yrs
More experience than 64% of advisors in Rowlett
Edward Jones
16yrs
More experience than 67% of advisors at Edward Jones
J.p. Morgan Securities
14yrs
More experience than 64% of advisors at J.p. Morgan Securities
Edward Jones
10yrs
More experience than 50% of advisors at Edward Jones
Tradeway
10yrs
Top 25% for experience at Tradeway
Edward Jones
8yrs
8 years in the industry
Strategic Advisers
4yrs
4 years in the industry
Strategic Advisers
4yrs
4 years in the industry
Edward Jones
4yrs
4 years in the industry
Merrill Lynch, Pierce, Fenner & Smith
2yrs
2 years in the industry
State Farm Investment Management
1yr
1 years in the industry
Edward Jones
New
New to the profession
Wells Fargo Advisors
New
New to the profession
Whitestone Wealth Advisors
New
New to the profession
Mercer Global Advisors
New
New to the profession
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.