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Find Retirement Planners for Retirement Planning in Texas

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Texas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Texas

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Austin Wall

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 7903076

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Conner Sivewright

Creative Planning

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Austin, TX 78749
(512) 5711608

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Dan Foster

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(817) 6020746

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Ed Brownstein

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 7248573

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Jason Gower

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(972) 9603784

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Jason Preston

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 6013631

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Jerry McIlhon

Beck Capital Management LLC

2009 South Capital of TX Hwy #200

Austin, TX 78746
(512) 3456789

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Justin Barringer

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 6814402

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Karina Harrison

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 2884258

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Michael Konzen

Creative Planning

4013 Hughes Landing Blvd. Suite 400

The Woodlands, TX 77380
(281) 6225693

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Mike Hemp

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(972) 9603782

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Paul Park

Creative Planning

2717 Commercial Center Blvd. Suite 232

Katy, TX 77494
(832) 5843208

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Ryan Vogl

Creative Planning

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San Antonio, TX 78015
(713) 2049063

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Sean Granere

Creative Planning

2717 Commercial Center Blvd. Suite 232

Katy, TX 77494
(832) 8407106

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Stacy Marshall

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(214) 4706763

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Susan Schildt

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(972) 9603781

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Tony Favela

Creative Planning

4013 Hughes Landing Blvd. Suite 400

The Woodlands, TX 77380
(832) 8084632

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Zach White

Creative Planning

15303 N. Dallas Parkway Tower II Suite 460

Addison, TX 75001
(469) 4602174

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Zachry P. Fearing (Zak)

Morrison Financial

2570 Fm 407
Suite #210

Highland Village, TX 75077
(972) 9663110

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Zach Allen

Disciplined Advisor Group

5005 LBJ Freeway
Suite 1410

Dallas, TX 75244
(214) 5453305

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Justin Gedlen CFP®, CRC®

Disciplined Advisors Group

14135 Midway Rd
Suite G 100

Addison, TX 75001
(214) 5453310

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Tim Dowden

Edelman Financial Engines, LLC

13727 Noel Road Tower 2
Suite 1075

Dallas, TX 75240
(214) 7057622

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Scott Cash Thompson, CFP®

Clipper Wealth Management, LLC

16170 Jones Maltsberger Rd. #102

San Antonio, TX 78247
(210) 4912319

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Riley Wealth Advisors

Riley Wealth Advisors, LLC

700 N. Carroll, Suite 110 Southlake, TX 76092
16427 North Scottsdale Road Suite 410 Scottsdale, AZ 85254

Southlake, TX 76092
(817) 8704680

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Randy Thompson M.B.A.

Copper Mountain Capital

2010 North Loop West, Suite 110

Houston, TX 77018
(832) 7562142

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Jeffrey M. Garton

JMG Wealth Management

6401 Eldorado Pkwy. #226

McKinney, TX 75070
(972) 8370871

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Justin Farris

Farris Capital Management Inc

14800 Quorum Drive
suite 360

Dallas, TX 75254
(214) 5252141

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Michael Turner

Turner Capital Investments, LLC

9442 Capital of Texas Hwy N
Arboretum Plaza One, Suite 500

Austin, TX 78759
(800) 6788200

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Matthew Goff

The Goff Financial Group

11 Greenway Plaza, Suite 1425

Houston, TX 77046
(713) 8508900

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Lawrence Boyles

Retirement Specialist Incorporated

16850 Saturn Lane
Suite 100

Houston, TX 77058
(281) 4869800

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Kenneth Beber, AIF® CFS®

Peak Financial, Inc.

6160 Warren Parkway
Suite 100

Frisco, TX 75034
(469) 3221210

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John Kvale, CFA®, CFP®

J.K. Financial, Inc.

8222 Douglas Avenue
Suite 590

Dallas, TX 75225
(214) 7064300

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Patrick Strodtman

Edelman Financial Engines, LLC

4500 Mercantile Plaza Dr
Suite 300

Fort Worth, TX 76137
(469) 2505687

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Jeffrey Wright

Edelman Financial Engines, LLC

19026 Ridgewood Parkway, Suite 316

San Antonio, TX 78259
(210) 2681128

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Chance Vogel

Edelman Financial Engines, LLC

207 East Shore Drive
Suite 230

The Woodlands, TX 77380
(281) 2101349

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Chance Vogel

Edelman Financial Engines, LLC

1650 Highway 6 South,
Suite 100

Sugar Land, TX 77478
(281) 2101349

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Alex Shurin

Edelman Financial Engines, LLC

7825 N Hwy 6
Suite 110

Houston, TX 77095
(281) 8909600

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Financial Synergies Wealth Advisors

Financial Synergies Wealth Advisors, Inc.

4400 Post Oak Pkwy #200

Houston, TX 77027
(713) 6236600

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Craig Larson

Larson Financial Advisors

13625 Ronald Reagan Blvd
Building 10 Suite 100

Cedar Park, TX 78613
(512) 9102722

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Spencer Corzine

AVH Invest

500 E. Whitestone Blvd.
P.O. Box 1977

Cedar Park, TX 78630
(512) 5882770

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Marie Freemyer

True Financial Group

1464 E. Whitestone Blvd
Suite 1601

Cedar Park, TX 78613
(512) 6492383

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Retirement Planners of America

2820 Dallas Parkway

Plano, TX 75093
(855) 2157172

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Personal Capital

Personal Capital Advisors Corporation

901 Main Street
Suite 4600

Dallas, TX 75201
(650) 5561310

List of Additional Retirement Planners in Texas*

* Additional advisor listing is provided in partnership with Yext

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Brogdon Financial Solutions

10205 Westheimer Rd
Suite 500

Houston, TX 77042
7139347700

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Nicholas Carlin - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915959

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Sarah Walsh - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
9726350102

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Drew Powers - Ameriprise Financial Services, LLC

711 W Bay Area Blvd
Ste 500

Webster, TX 77598
8326321158

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Brentt Shropshire, Financial Services Professional

12201 Merit Drive
Suite 1000

Dallas, TX 75251
9727742065

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Howard M Skillrud - Ameriprise Financial Services, LLC

8000 W Interstate 10
Ste 100

San Antonio, TX 78230
2108810540

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Crawford Mickey McGill - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605855

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Ted Doyle - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126917033

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Beene Wealth Management Group

400 Austin Avenue
Suite 200

Waco, TX 76701
2547556575

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AXA Advisors, Mark Mohr

3200 Southwest Freeway
Suite 1800

Houston, TX 77027
7134026426

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Charles E Pepkin - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450614

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Mike Garofalo - Ameriprise Financial Services, LLC

800 Bering Dr
Ste 103

Houston, TX 77057
7135071017

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Barry Wood - Ameriprise Financial Services, LLC

1707 Foggy Glen Cv

Austin, TX 78733
5122633695

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Bison Wealth Management LLC

3838 Oak Lawn Avenue
Suite 1000

Dallas, TX 75219
9196100567

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John Ramzy - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915967

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Jim Middlebrook - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475162

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Arthur B Kratkiewicz - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2818635515

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Authentic Counsel

320 Decker Drive
Suite 100

Irving, TX 75062
9727192557

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Jay R Hutcherson - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
2105410126

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Carlin Wealth Management Group - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915959

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Arthur Hughes - Ameriprise Financial Services, LLC

709 E Esperanza Ave

McAllen, TX 78501
9566877902

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Tony Franzago - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444800

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Atlas Wealth Advisors

10000 North Central Expressway
Suite 700

Dallas, TX 75231
9724212068

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Armand Financial & Insurance Solutions

8000 IH 10 West
Suite 800

San Antonio, TX 78230
2103212759

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Scott Dyer - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612036

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Justin Swope - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2814612027

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Blanton Financial Services, LLC

800 Autumn Ridge Drive

Granbury, TX 76048
8172296919

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Shannon Harris - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
9726350101

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Morgan Nichols - Ameriprise Financial Services, LLC

214 E College St

Grapevine, TX 76051
8174880905

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4 Points Planning

10501 North Central Expressway
Suite 300

Dallas, TX 75231
2143909505

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Carl Vincent - Ameriprise Financial Services, LLC

11 Greenway Plz
Ste 3000

Houston, TX 77046
7133324410

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Chris M. Garcia - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651055

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Guy Church - Ameriprise Financial Services, LLC

1608 Airport Fwy
Ste 100

Bedford, TX 76022
8175807000

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Ahlers & Stoll Wealth Management

15311 Vantage Parkway West
Suite 160

Houston, TX 77032
2819991283

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Matthew Carr - Ameriprise Financial Services, LLC

3315 81st St
Ste D

Lubbock, TX 79423
8067915904

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Agata Kubis - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 250

Houston, TX 77042
7139544940

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Jeff Altman - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475184

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J Maurice Gibbs - Ameriprise Financial Services, LLC

11550 Interstate 10 W
Ste 295

San Antonio, TX 78230
2105410126

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Pradeep Gokhale - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2815665508

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Mark Cannon - Ameriprise Financial Services, LLC

5910 N Central Expy
Ste 1040

Dallas, TX 75206
2142727919

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Thor Hoppess - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445781

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Rick Dunagan - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915918

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Tommy N Thomas & Associates

2836 Bill Owens Parkway

Longview, TX 75605
9032979933

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Tom Uhl - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915944

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Bradley Burnfield - Ameriprise Financial Services, LLC

201 W Pearl St

Granbury, TX 76048
8173261234

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The Keever Group - Ameriprise Financial Services, LLC

2340 W Interstate 20
Ste 214

Arlington, TX 76017
8174656000

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Duane Dollar - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193240

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Erin Hinzmann - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5126915969

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Peter D Nett - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193200

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Eugene Balakirov - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605849

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Vince Mendiola - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222461

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Advisors Financial Group

4848 Loop Central Drive
Suite 1005

Houston, TX 77081
7136591212

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Brian Wiese - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700464

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Brandon K. Moore Financial

2010 Pecos Street

San Angelo, TX 76901
3256531040

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Tiffany D Akre - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601339

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Christopher Bridges - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601305

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Atlas Financial Planning & Southwest Business Consultants, Inc.

6101 West Courtyard Drive
Building 3 Suite 125

Austin, TX 78730
5122753897

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Brady Hollingsworth - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
2144450631

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Miller, Swope & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

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Rick Ochterbeck - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475156

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Brian Strawn - Ameriprise Financial Services, LLC

455 E Medical Center Blvd
Ste 280

Webster, TX 77598
8322244915

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Bradley A Garrett - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932709

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Stewart Mc Lauchlan - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
9722657001

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Mark Stegman - Ameriprise Financial Services, LLC

3333 Premier Dr
Ste 100

Plano, TX 75023
9725434850

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Walters & Associates - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123465400

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Deborah Fleming - Ameriprise Financial Services, LLC

201 W Pearl St

Granbury, TX 76048
8173261234

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Allison Benefit Consultants

1805 Fifth Street
Suite 201

Bay City, TX 77414
9792443218

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Adriana Santoni - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992002

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Edward Dobin - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2814942821

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John McDonald - Ameriprise Financial Services, LLC

1608 Airport Fwy
Ste 100

Bedford, TX 76022
8175807000

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CFO Wealth Management - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605700

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Scott Finley - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2814942884

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Ron Johnson - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437214

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Philip Lapp - Ameriprise Financial Services, LLC

409 W 4th St
Ste 101

Weatherford, TX 76086
8173419898

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Advanced Wealth Strategies Group

310 West Main Avenue

Round Rock, TX 78664
5122187993

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Dvorak, Bives & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812122710

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David Covington - Ameriprise Financial Services, LLC

10375 Richmond Ave
Ste 1503

Houston, TX 77042
7139530200

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Nick Schmidt - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683165

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Graystone Houston - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662134

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Jon Williams - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445780

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Benjamin Bigler - Ameriprise Financial Services, LLC

9800 Hillwood Pkwy
Ste 180

Fort Worth, TX 76177
6822318331

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Robyn Morton - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450627

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Todd J Bloom - Ameriprise Financial Services, LLC

4504 Legacy Dr
Ste 200

Plano, TX 75024
2144450615

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7th Harvest Investments

100 North Central Expressway
Suite 1210

Richardson, TX 75080
9722311525

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Best Path Advisors

105 Quail Run Street

Colleyville, TX 76034
8178491375

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Constance E Niehaus - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582708

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Lake Point Advisory Group Houston Office

5850 San Felipe Street
Suite 500

Houston, TX 77057
7134007800

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Aspect Wealth Management

9311 San Pedro Avenue
Suite 750

San Antonio, TX 78216
2102681500

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Stifel | Jonathan Stewart

300 Throckmorton Street
Suite 1400

Fort Worth, TX 76102
8177176804

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Arete Advisors

1800 Bering Drive
Ste. 940

Houston, TX 77057
8329108437

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Alejandro Ayala - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7134992032

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Reveal Wealth Strategies - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605700

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Carol Harper - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9726637549

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Rick Foster | Guardian Financial Management

1422 W Main #200

Lewisville, TX 75067
9729967858

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Houston Wealth Management

1035 Dairy Ashford Rd, Suite # 222

Houston, TX 77079
2813728410

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American Momentum Bank

1 Momentum Blvd

College Station, TX 77845
9797741111

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Hoppess, Williams and Associates - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445800

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Jim Bailey - Ameriprise Financial Services, LLC

4131 Spicewood Springs Rd
Ste I5

Austin, TX 78759
5125279900

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JTL Wealth Partners

5700 Tennyson Parkway
Suite 300

Plano, TX 75024
4699299350

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Jim Tabak - Ameriprise Financial Services, LLC

4516 S Mc Coll Rd

Edinburg, TX 78539
9566180050

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Jennifer Snee - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445736

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Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102244900

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Anchor Private Planning

751 East Southlake Boulevard
Suite 120

Southlake, TX 76092
2142236022

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Antonio Opengo - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582720

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Jenny Funderburk - Ameriprise Financial Services, LLC

700 Central Expy S
Ste 380

Allen, TX 75013
9729541595

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George Montague - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202212

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La Vera Prestage - Ameriprise Financial Services, LLC

5100 Westheimer Rd
Ste 200

Houston, TX 77056
7135884461

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Eric Fuller - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437271

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Jaime Anderson - Ameriprise Financial Services, LLC

3600 Shire Blvd
Ste 200

Richardson, TX 75082
9722657011

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Jamie Ford Saalfeld - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164407

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Steve Burchett - Ameriprise Financial Services, LLC

150 Pine Forest Dr
Ste 601

Shenandoah, TX 77384
9362318966

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Chuck Knox - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132605731

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Brian Lemon - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2815665502

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Skillrud & Associates - Ameriprise Financial Services, LLC

8000 W Interstate 10
Ste 100

San Antonio, TX 78230
2108810540

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Atlas Retirement Strategies LLC

8000 IH 10 West
Ste 800

San Antonio, TX 78230
2103211400

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Frank Burdick - Ameriprise Financial Services, LLC

2277 Plaza Dr
Ste 650

Sugar Land, TX 77479
2814942863

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Joe A Scott - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321625

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Eric Ross - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444800

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Milestone Partners - Ameriprise Financial Services, LLC

3610 Shire Blvd
Ste 212

Richardson, TX 75082
9726350108

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Heather A Smith - Ameriprise Financial Services, LLC

5960 Berkshire Ln
Ste 1200

Dallas, TX 75225
9722321857

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Chris Rowley - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601328

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G & L Financial Strategies Guy W. Jones, CFP, RICP Lynn Jones, LUTCF

3311 Interstate 35
Suite 100

Denton, TX 76207
9405660377

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Phil Smiley and Associates - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918027

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Marc Marquez - Ameriprise Financial Services, LLC

455 E Medical Center Blvd
Ste 280

Webster, TX 77598
8322244916

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Matt Corkery - Morgan Stanley

4401 82nd St

Lubbock, TX 79424
8066985221

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Kent Copeland - Ameriprise Financial Services, LLC

2161 NW Military Hwy
Ste 204

San Antonio, TX 78213
2103415368

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Everstream Capital

2090 IH 35 N
4114

New Braunfels, TX 78130
8305157096

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Michael R Misner - Ameriprise Financial Services, LLC

24 Waterway Ave
Ste 1400

The Woodlands, TX 77380
2817193219

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Opus Wealth Management

4359 Shady Bend Drive

Dallas, TX 75244
2144532697

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Stifel | The West Group

2850 North Harwood Street
18th Floor

Dallas, TX 75201
2147069462

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Paul Shah - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631683

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Tre Carruthers - Ameriprise Financial Services, LLC

2221 E Lamar Blvd
Ste 220

Arlington, TX 76006
6823238429

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Herbert L Kesner - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506614

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Khan Lyon Rosin & Associates - Ameriprise Financial Services, LLC

2525 Bay Area Blvd
Ste 640

Houston, TX 77058
2812868661

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Alicia Rivera - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444810

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Averett Financial

6050 Southwest Boulevard
Suite 200

Fort Worth, TX 76109
8174206223

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Lee Earlywine - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746579

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Fritzie Connally - Ameriprise Financial Services, LLC

1612 Summit Ave
Ste 410

Fort Worth, TX 76102
8172100220

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Kyle Cotton - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222458

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Taisong (Alex) He - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746563

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Hunter Stanco - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2102774439

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Mitchell Lou - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683008

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Brad Weddle, The Texas Money Manager

3330 North Galloway Avenue
Suite 309

Mesquite, TX 75150
9726132525

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Richard Travis - Ameriprise Financial Services, LLC

115 N Dixie Dr
Ste 120

Lake Jackson, TX 77566
9792973700

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Beacon Financial Group

17300 Preston Road
Suite 120

Dallas, TX 75252
9727269888

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Joseph Galloway - Ameriprise Financial Services, LLC

950 E State Highway 114
Ste 100

Southlake, TX 76092
8177222460

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Rick Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803303

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Michael E. Taylor - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693420

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The Texas Avenue Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582700

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Stephen Hultgren - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693445

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Monica Woodward - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139658014

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Candace Hurt - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624719

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Matt Gunnip - Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164472

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Matthew Hillman - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624717

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Matt B Irwin - Ameriprise Financial Services, LLC

1308 Village Creek Dr
Ste 2000

Plano, TX 75093
4698651066

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Ashnel Delice - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662144

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The Liberty Group of Texas - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746550

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David L. Shine - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582777

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Concierge Wealth Consulting Group - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
2108051003

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J.R. Martinez Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
7139577052

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Matthew James Schaefer - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5123308032

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Lynn A Schriber - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662120

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Ann Hundl - Ameriprise Financial Services, LLC

810 N Mechanic St

El Campo, TX 77437
9795415905

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John Phillip Tuccio - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5124795211

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Stanley Dean - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746560

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Julie A Barbour - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724504818

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Jim Horgan - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624708

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The Sutton Gross Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683053

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Angela Caffey - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693492

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Steven Chefas - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2818635503

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Chris Black - Ameriprise Financial Services, LLC

5172 Village Creek Dr
Ste 104

Plano, TX 75093
9724475175

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The Atkinson Group - UBS Financial Services Inc.

175 Century Square Dr, Ste 300
Suite 300

College Station, TX 77840
9797748353

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Larry K Wright - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746760

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Craig Pierce - Morgan Stanley

802 N. Carancahua St., Ste. 1120

Corpus Christi, TX 78401
3618895225

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Michele Rohde - Ameriprise Financial Services, LLC

5606 N Navarro St
Ste 207

Victoria, TX 77904
3615752600

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Ben Baker Cravens Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655017

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Janet L. Woods - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506653

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Antonio M. Monk - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746557

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Derrick Kinney & Associates - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
8174196001

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Wm. Austin Spencer - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700411

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D. Scott Uptegraph Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655045

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Lauren T Esposito - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624785

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Eric Corbell - Morgan Stanley

16055 Space Center Blvd
Ste 100

Houston, TX 77062
2812803304

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Risher Randall Jr. - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655020

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Houston, TX Branch Office - UBS Financial Services Inc.

4400 Post Oak Parkway
16th and 17th Floor

Houston, TX 77027
7139402800

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Christopher O Smith - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655037

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Richard A Lopez - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662119

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Sharon L Washburn - Morgan Stanley

13455 Noel Rd
Galleria Tower Two 18th Floor

Dallas, TX 75240
9724506679

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Houston, TX Branch Office - UBS Financial Services Inc.

Clear Lake Office
2525 Bay Area Blvd.

Houston, TX 77058
2817090427

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Chris Andrew Moyseos - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700455

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Bryan Hurst - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932761

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Christopher Aitken - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729644573

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Howard K Bellet - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918025

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Gary L Wulf - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624706

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Steven Fitzsimmons - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2103666617

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Todd Justice - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437270

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Scot Smith - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967064

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Phil Duggan - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683065

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Laura S Bruce - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662180

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Emily Noble - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506666

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Vivien W Owen - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136515828

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Joan Mason - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967083

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George Gile - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724501600

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David Nethery - Ameriprise Financial Services, LLC

2221 Lakeside Blvd
Ste 1250

Richardson, TX 75082
2144450611

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Jim Bussey - Ameriprise Financial Services, LLC

6860 N Dallas Pkwy
Ste 500

Plano, TX 75024
9722445733

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Margaret Capehart - Ameriprise Financial Services, LLC

700 Highlander Blvd
Ste 335

Arlington, TX 76015
8174196001

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The York, Polley Group - Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
8063451200

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Crystal Maxwell - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
7139402817

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Zodrow Blair Group - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
2812636216

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Bevill Wealth Management Group - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
7139402893

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Mark Ray Joffrion, CRPC - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
2817090444

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The Azalea Group - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792237

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Herman C Bell - Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
9032417510

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The Stein Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

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Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655000

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Strategic Financial Advisors

14550 Torrey Chase Blvd.
Suite 360

Houston, TX 77014
2814448732

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The Kaplan Group - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683027

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The Cumming and Loggins Group - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035814344

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Brian Littlefield - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202242

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Cary Laudadio - Ameriprise Financial Services, LLC

10415 Morado Cir
Ste 2-100

Austin, TX 78759
5127444804

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Dana Bives - Ameriprise Financial Services, LLC

9442 N Capital of Texas Hwy
Ste 800

Austin, TX 78759
5123145340

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Allstate Personal Financial Representative: Carlos Gomez

5217 N McColl Rd

McAllen, TX 78504
9566876300

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Truman Cooper - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746533

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Beaumont, TX Branch Office - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
4096543210

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The Gulf Coast Group - UBS Financial Services Inc.

2525 Bay Area Boulevard

Houston, TX 77058
2817090430

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Garner Financial

3120 Milton Avenue

University Park, TX 75205
2143692045

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Kathy Fischer Costello - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102716115

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Verus Wealth Advisors - Ameriprise Financial Services, LLC

2435 N Central Expy
Ste 870

Richardson, TX 75080
9723988599

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The Rockport Group - Morgan Stanley

2902 Traylor Blvd
Suite 100

Rockport, TX 78382
3617292201

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Callais, Spencer & Stevenson - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700411

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Cynthia Tanaka - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582724

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Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8173326700

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Gary Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683115

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Laura White - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683055

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Morgan Stanley

4401 82nd St

Lubbock, TX 79424
8066986833

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Wilsons Leather

4015 Interstate 35 South
Ste 625

San Marcos, TX 78666
5128058438

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Edward Jones - Financial Advisor: Scott A Brieger

1400 Woodloch Forest Dr
Suite 530

The Woodlands, TX 77380
2812981640

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April Jupiter - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202226

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Renee Sterling - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967118

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Randall White - Morgan Stanley

13455 Noel Rd, 18th
Floor

Dallas, TX 75240
9724506670

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Timothy Peach - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967113

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Thomas Callaway - Ameriprise Financial Services, LLC

2219 Lamar Ave

Paris, TX 75460
9037857000

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Rebecca K Miller - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683112

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Harry Christopher III - UBS Financial Services Inc.

4400 Post Oak Parkway
Suite 1800

Houston, TX 77027
7139402944

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Perry Skudlarczyk - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700491

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Harpreet Sidhu - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437237

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The Heare Wealth Management Group - UBS Financial Services Inc.

3450 Dowlen Road
Suite A

Beaumont, TX 77706
4096543235

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Steve Self - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746624

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Allstate Personal Financial Representative: Jesse A. Carlow

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
5129092245

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Randall J Petrick - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932780

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Lake Point Advisory Group Fort Worth Office

2201 Dottie Lynn Parkway
Suite 123

Fort Worth, TX 76120
2147713363

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Lake Point Advisory Group Granbury Office

415 S. Morgan Street

Granbury, TX 76049
2147713363

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Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582700

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Ian Feuer - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746664

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Morgan Stanley

13455 Noel Rd
Galleria Tower Two 18th Floor

Dallas, TX 75240
9724506600

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Leah Wyckoff - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2102774463

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Terrin R Davis - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139932742

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Harvey Newton - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582759

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The Providence Group - Morgan Stanley

5001 Spring Valley Rd
Suite 900 West

Dallas, TX 75244
9727746585

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Sean R York - Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
8063451261

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Bill Swisher - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746666

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Morgan Stanley

303 N Oregon St, 9th
Fl

El Paso, TX 79901
9158427900

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Assurance Wealth Management

2001 Timberloch Place
Suite 500

The Woodlands, TX 77380
2814404200

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Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124808833

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Steven G Mitchell - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2103666619

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John Polley - Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
8063451243

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Strategic Wealth Advisors

600 Sunland Park Dr.
#100

El Paso, TX 79912
9155328885

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Regal Assets

200 West Highway 6
4th Floor

Waco, TX 76712
3239621132

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Mark Simpson CFP®

13034 Pebblebrook Drive

Houston, TX 77079
7139771014

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Alan McGuire Dawson - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631624

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Kevin M Clements - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506685

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Beyond The Close LLC

14090 Southwest Freeway
Suite 300

Sugar Land, TX 77478
2819001925

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Plan Well Private Wealth Services

14607 San Pedro Avenue
Suite 290

San Antonio, TX 78232
2107143730

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Riley Wealth Advisors, LLC

700 N. Carroll
Suite 110

Southlake, TX 76092
8178704680

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Wainwright Financial Services

301 North Allen Drive
Suite C

Allen, TX 75013
9727275145

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Cedric Anderson | Second Chance Opportunity Source

5500 E. Loop 820 S
Suite 203

Fort Worth, TX 76119
8175287487

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Gwen J McKinney - Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2146967180

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Joelle Hinds - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437207

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Les Loggins - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792240

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Henry & Burns Private Wealth - Ameriprise Financial Services, LLC

11675 Jollyville Rd
Ste 200

Austin, TX 78759
5122310725

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Financial 411

8775296543

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Allstate Personal Financial Representative: David Brundage

701 N Walnut St

Roanoke, TX 76262
8175673531

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Allstate Personal Financial Representative: Arthur Blair

9212 Fry Rd
Ste 135

Cypress, TX 77433
2814822100

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Brightway Insurance, The Gunn Agency

5126494220

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Comtex Beaumont Dowlen

130 Dowlen Road

Dowlen, TX 77706
4098668121

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Window World TX

3838 South Padre Island Dr

Corpus Christi, TX 78415
3619914189

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Comtex Bridge City

1815 Texas Ave

Bridge City, TX 77611
4096973111

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Pierce & Associates

613 Austin Street

Levelland, TX 79336
8068946100

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Window World TX

5238 Evers Road

San Antonio, TX 78238
2107670995

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Danielle Antoine - Gateway Mortgage Group

12777 Jones Road
Ste. 325

Houston, TX 77070
8329153053

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Future Financial Solutions

5804 Valencia Dr

Flower Mound, TX 75028
2149085563

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Champs Sports

11200 Broadway Street
Ste 1335

Pearland, TX 77584
7133403149

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Goosehead Insurance - Andrew Haley

4501 Cartwright Rd
Suite 306

Missouri City, TX 77459
2816430996

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Goosehead Insurance - Danny Raymond

1315 Rayford Park Rd
Suite 502

Spring, TX 77386
2813784840

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Goosehead Insurance - Lorena Korpela

13785 N. Research Blvd
Suite 125

Austin, TX 78750
5122012981

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HomeWell Franchising

812 Sheppard Rd

Burkburnett, TX 76354
8883190045

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HomeWell of Collin County

1333 W McDermott Dr.
STE 200

Allen, TX 75013
4698046881

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DTLR

2244 North Collins St

Arlington, TX 76011
8173032682

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DTLR

5256 S State Hwy 360
Suite #820

Grand Prairie, TX 75052
9725227952

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Lake Point Advisory Group Cedar Hill Office

610 Uptown
Suite 2000

Cedar Hill, TX 75104
2147713363

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Lake Point Advisory Group Rockwall Office

1 Horizon Court
Suite A

Rockwall, TX 75032
2147713363

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DTLR

2630 N Josey Ln
Suite 126

Carrollton, TX 75007
9722421612

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YogaSix

5440 El Dorado Blvd.
Suite 200

Houston, TX 77059
4407405262

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Strayer University

500 N. Shoreline Blvd.
Suite 103

Corpus Christi, TX 78401
3614453450

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Edward Jones - Financial Advisor: Blaine Spradlin

1105 Wooded Acres Drive
Suite 230

Waco, TX 76710
2543996597

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DTLR

11719 Webb Chapel Rd

Dallas, TX 75229
9722410682

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DTLR

1030 W Arkansas Ln

Arlington, TX 76013
8174592645

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DTLR

3312 N Buckner Blvd

Dallas, TX 75228
2146609880

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DTLR

6759 Bridge St

Fort Worth, TX 76112
8174573647

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Jamie Lane - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693416

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Allstate Personal Financial Representative: Roger Mount

1100 N Blue Mound Rd
Ste 110

Saginaw, TX 76131
8176891870

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Frost Trust

1645 Greens Prairie Rd. W
Ste 103

College Station, TX 77845
7133887600

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The Mott Group @ Graystone Consulting - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171416

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Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683000

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Allstate Personal Financial Representative: Monica Carrillo

4410 N Midkiff Rd
Ste A5

Midland, TX 79705
4326147757

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Allstate Personal Financial Representative: Ryan Lansford

15127 Draper Rd

Houston, TX 77014
9365208594

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Allstate Personal Financial Representative: Mark Kenney

6420 Richmond Ave
Ste 326

Houston, TX 77057
2814609772

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Allstate Personal Financial Representative: Ronald Davis

301 Leander Rd
Ste 103

Georgetown, TX 78626
5129312591

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Allstate Personal Financial Representative: Jason Poff

12000 Westheimer Rd
Ste 110

Houston, TX 77077
7138938063

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Viva Financial Group

3013 Fountain View Dr
#165

Houston, TX 77057
8328837375

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Allstate Personal Financial Representative: Jack Cline

4516 Boat Club Rd
Ste 110a

Fort Worth, TX 76135
8177139809

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Allstate Personal Financial Representative: Michael Korous

2206 Katy Flewellen Rd
Ste E

Katy, TX 77494
2817984506

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Allstate Personal Financial Representative: Jaime Santillan

1340 S Main St
Ste 200

Grapevine, TX 76051
4692612864

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Allstate Personal Financial Representative: Vicki Clary

3101 Hobbs Rd
Ste 206

Amarillo, TX 79109
8063567025

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Allstate Personal Financial Representative: George Couvertier

172 Creekside Park Rd
Ste 100

Spring Branch, TX 78070
2106810106

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Allstate Personal Financial Representative: Penny Morgan

4000 Washington Ave
Ste 301

Houston, TX 77007
7135393223

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Allstate Personal Financial Representative: Russell Toth

15901 Cntrl Cmmrce Dr
Ste 101

Pflugerville, TX 78660
5128031287

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Samuel Fischer, CEPA, CRPC - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5125427550

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Christopher Green - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
7139658143

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Allstate Personal Financial Representative: Terrance Hutchins

851 Lake Carolyn Pkwy
Ste 140

Irving, TX 75039
4693882921

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Sugar Land, TX Branch Office - UBS Financial Services Inc.

Town Square
15958 City Walk #240

Sugar Land, TX 77479
2812636226

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James Augustine, CIMA - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
2108051060

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Allstate Personal Financial Representative: Courdney Williams

16671 W Airport Blvd

Sugar Land, TX 77498
8325419026

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Allstate Personal Financial Representative: Russell Buckstaff

1511 Judson Rd
Ste E

Longview, TX 75601
9032389008

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Morgan Stanley

3728 Maplewood Ave

Wichita Falls, TX 76308
9406967300

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Allstate Personal Financial Representative: Trenton Werth

2010 Gilmer Rd
Ste 108

Longview, TX 75604
9034521977

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Christopher Berzon - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202244

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Exectras

5819 Hwy 6 255

Missouri City, TX 77459
8325396000

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Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

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David L. Colon - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683007

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Morgan Stanley

16055 Space Center Blvd

Houston, TX 77062
2814802616

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Chase Hogan - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624779

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Karch Weyermuller - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147202959

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Anita E Kelley - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2147205090

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Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631600

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Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035814344

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Glen A. Rives - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139655023

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Allstate Personal Financial Representative: Monica Balderrama

1441 N Zaragoza Rd
Ste 3d

El Paso, TX 79936
9154338797

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Allstate Personal Financial Representative: Greg Ryan

408 S Main St
Ste A

Mansfield, TX 76063
9729881664

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Stephen Tolbert - UBS Financial Services Inc.

750 Town and Country Blvd
Suite 400

Houston, TX 77024
7139658106

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Allstate Personal Financial Representative: Jose A Martinez Jr.

1818 S New Braunfels Ave
Ste 2

San Antonio, TX 78210
2103663224

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Allstate Personal Financial Representative: Santiago Feliciano

903 Bitters Rd
Ste 307

San Antonio, TX 78216
2106217719

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Jared George - Morgan Stanley

201 Main St
Ste 1500

Fort Worth, TX 76102
8178202278

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Acerra, Fox & Associates - Ameriprise Financial Services, LLC

1314 E Sonterra Blvd
Bldg 4 Ste 401

San Antonio, TX 78258
2105821300

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Ray Clark - Ameriprise Financial Services, LLC

260 N Denton Tap Rd
Ste 270

Coppell, TX 75019
9723937393

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Stephen Satter - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662142

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Ward Pendleton - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631608

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Lesa Collins - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437205

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Larry Selzer - Morgan Stanley

2800 Post Oak Blvd 18th
Fl

Houston, TX 77056
7139932736

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Hayden Godat - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617040

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Stephen Pletcher - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2144687203

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Allstate Personal Financial Representative: Alex Ascencios

11027 Northpointe Blvd
Ste C

Tomball, TX 77375
2818152545

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Robert Goode - Morgan Stanley

2121 North Pearl St
Ste 500

Dallas, TX 75201
2146617050

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Lloyd Stedman: IBERIABANK Mortgage

8910 Sam Houston Parkway North

Houston, TX 77040
7136241398

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Kenny Hoover - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683141

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Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624700

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The Tally Group - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5125427530

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Keith Evans - Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746802

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The Kitzman Group - Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171450

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The Shine Group - Morgan Stanley

717 Texas Avenue
Suite 3050

Houston, TX 77002
7136582778

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Katie (Nisbet) Hendin - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2103666605

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Allstate Personal Financial Representative: D Arif Mahmud

4322 N Belt Line Rd
Ste B210

Irving, TX 75038
2149290376

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Jon Andersen - Morgan Stanley

16554 Creek Bend Dr
Ste 100

Sugar Land, TX 77478
2812631629

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Russell N Harrison - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2103666612

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Virginia Raborn - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102716177

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Morgan Stanley

5001 Spring Valley Rd
Ste 900

Dallas, TX 75244
9727746500

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Lee Ann Penick - Ameriprise Financial Services, LLC

8820 Business Park Dr
Ste 100

Austin, TX 78759
6207282639

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Timothy Osgood - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124693407

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Morgan Stanley

166 Century Court
Ste 350

College Station, TX 77840
9797769441

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Adapt Partners - UBS Financial Services Inc.

200 Concord Plaza Drive
Suite 300

San Antonio, TX 78216
2108051060

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The Fidelis Wealth Management Group - Morgan Stanley

6 Desta Dr
Ste 1900

Midland, TX 79705
4326206079

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Dominic Cellitti - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683034

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Peter Hearn, CFP - UBS Financial Services Inc.

15958 City Walk
Suite 240

Sugar Land, TX 77479
2812636224

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Lorraine Allemand-Wash, CRPC - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
2813626365

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Morgan Stanley

15021 Katy Freeway
Suite 650

Houston, TX 77094
2817171500

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TruNorth Group - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437249

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The Coffey-Marino Group - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5124808833

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James M Hogue - Morgan Stanley

13455 Noel Rd
18th Floor

Dallas, TX 75240
9724506624

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Britt Kornmann - Ameriprise Financial Services, LLC

5151 San Felipe St
Ste 2100

Houston, TX 77056
7132601375

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Lapp & Associates - Ameriprise Financial Services, LLC

409 W 4th St
Ste 101

Weatherford, TX 76086
8173419898

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Murray Snow - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662177

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William Edward Lawes - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700454

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Gibson Group - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662100

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Tom Bray - Morgan Stanley

301 Congress Avenue
Suite 1400

Austin, TX 78701
5123700457

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Stephen N Havel - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102716196

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David E Meadors - Morgan Stanley

7500 Dallas Parkway
Suite 500

Plano, TX 75024
9729437256

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Ted Emerson Oliver Sr. - Morgan Stanley

24 Waterway Ave
Ste 600

The Woodlands, TX 77380
2813624735

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Ruedi Wealth Management

5851 Legacy Circle
6th Floor

Plano, TX 75024
9725327833

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Ozanne Financial Services

10000 N. Central Expressway
Suite 1326

Dallas, TX 75231
2148918131

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The Woodlands, TX Branch Office - UBS Financial Services Inc.

1780 Hughes Landing Blvd.
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
2813626360

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Morgan Stanley

500 S Taylor
Ste 320

Amarillo, TX 79101
8063451200

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Jenny Lee Vann - Morgan Stanley

2800 Post Oak Blvd
Ste 3200

Houston, TX 77056
7139662128

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Morgan Stanley

8383 Preston Ctr Plz Dr
Ste 400

Dallas, TX 75225
2143688555

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Rhodes Wealth Consulting Group - UBS Financial Services Inc.

800 North Shoreline Boulevard
North Tower, Suite 160

Corpus Christi, TX 78401
3618864535

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Paul M Greer - Morgan Stanley

112 E Pecan Street
Suite 1500

San Antonio, TX 78205
2102716147

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Marina E Schroeder - Morgan Stanley

909 E Southeast Loop 323
Ste 170

Tyler, TX 75701
9035792237

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Scott Monteverde - Morgan Stanley

2800 Post Oak Blvd
18th Fl

Houston, TX 77056
7139655046

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Jorge Andres Garcia Jr. - UBS Financial Services Inc.

98 San Jacinto Boulevard
Suite 600

Austin, TX 78701
5124795242

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Morgan Stanley

6 Desta Dr
Ste 1900

Midland, TX 79705
4326206060

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Nathan Towers - Ameriprise Financial Services, LLC

1401 Precinct Line Rd

Hurst, TX 76053
8175918000

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The Vance Group - UBS Financial Services Inc.

1780 Hughes Landing Blvd
3 Hughes Landing, Suite 200

The Woodlands, TX 77380
2813626389

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Villarreal Financial

3803 Carmen Avenue

Rancho Viejo, TX 78575
9566220607

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Duane Gurbach - Morgan Stanley

1330 Post Oak Blvd
Suite 900

Houston, TX 77056
7139683094

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The Sterling & Dubrof Group - Morgan Stanley

755 East Mulberry
Suite 300

San Antonio, TX 78212
2102774457

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Babendure & Shive Wealth Management - UBS Financial Services Inc.

1780 Hughes Landing Blvd

The Woodlands, TX 77380
2813626356

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Morgan Stanley

911 W Loop 281
Suite 310

Longview, TX 75604
9032417500

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Morgan Stanley

1400 Civic Place
Suite 200

Southlake, TX 76092
8174164400

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George Galanis - Morgan Stanley

5001 Spring Valley Rd
Ste 900