TOP 20 Best Broker dealer in Houston, Texas
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Iscential Insurance Agency
Iscential Insurance Agency is the premier independent insurance agency located at 8220 Jones Road in Houston, Texas. With locations throughout the United States, we offer insurance solutions for individuals, families, and businesses. Our focus is on risk management, ensuring that our clients are protected from potential losses. At Iscential, we challenge the "status quo" by putting our clients' interests above all else. With over 140 different insurance companies to work with, we provide customized options tailored to your specific needs. Our in-house client service team ensures a smooth customer experience, making sure that you are well taken care of.
Westheimer Pawn
Westheimer Pawn is a versatile institution located at 8078 Westheimer Road in Houston, Texas. As a one-stop shop for all your needs, we offer a wide range of services including buying and selling bicycles, providing financial assistance through pawn loans, offering a variety of home goods, showcasing a stunning collection of jewelry, and serving as a general store for all your shopping needs. Our friendly and knowledgeable staff are here to assist you with whatever you may be looking for, so stop by Westheimer Pawn today and see what treasures you may find!
iscential Insurance: Las Colinas
Iscential Insurance: Las Colinas is a premier independent insurance agency located at 6500 North Belt Line Road in Irving, Texas. As part of a larger network headquartered in Houston, Iscential offers insurance solutions for individuals, families, and businesses. With a focus on risk management, Iscential challenges the "status quo" by prioritizing the interests of their clients above all else. By working with over 140 different insurance companies, Iscential is able to provide customized options that are uniquely tailored to each client's needs. The institution is licensed in over 35 states and offers in-house client service teams to ensure a smooth customer experience. Whether you are looking to improve your current insurance situation for your car, home, business, or yourself, Iscential has a solution for you. With a dedicated team of risk managers and agents, Iscential helps clients understand their exposures and make informed decisions to achieve peace of mind. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment communication is intended for individuals residing in Texas, Louisiana, Pennsylvania, and Alabama.
Merrill Lynch Financial Advisor Gregory Tholen Martinez
Merrill Lynch Financial Advisor Gregory Tholen Martinez is a finance institution located at 3700 Buffalo Speedway, Houston, Texas, United States. With over 15,000 Merrill Lynch Financial Advisors nationwide, including in all 50 states, the District of Columbia, and several US territories, we are dedicated to helping clients achieve the lives they desire. Our team of advisors offers a wide range of brokerage, investment advisory, and financial planning services. Please note that investing involves risk, and there is always the potential of losing money. We do not provide legal, tax, or accounting advice, so it is recommended to consult with your own advisors before making any financial decisions. Merrill Lynch is a registered broker-dealer and investment advisor, and a wholly owned subsidiary of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., and trust and fiduciary services are provided by Bank of America Private Bank and U.S. Trust Company of Delaware. Banking products are provided by Bank of America, N.A. and affiliated banks. Our goal is to provide you with information about products and services that may be of interest to you. Please be aware that you are leaving Bank of America's website and being redirected to FINRA's BrokerCheck. Thank you for considering Merrill Lynch Financial Advisor Gregory Tholen Martinez for your financial needs.
Jonathan Hoyme - Thrivent
Jonathan Hoyme - Thrivent is located at 700 Rockmead Drive in Houston, Texas, United States. As a finance institution, we are known as Awaken Wealth Partners, dedicated to inspiring intentionality in financial planning. Our team of expert partners is committed to helping you set and achieve your financial goals at every stage of life. We offer wealth management services through Thrivent Advisor Network, LLC, a registered investment adviser. Our Certified Financial Planner professionals are here to guide you through your financial journey, providing services such as financial planning, investment management, and more.
Charles Schwab
Charles Schwab is a renowned financial institution located at 4200 Westheimer Road in Houston, Texas. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. With a strong reputation for reliability and customer service, Charles Schwab is a trusted partner for individuals looking to secure their financial future. Visit their Houston location to speak with a knowledgeable advisor and take control of your financial journey today.
iscential
Iscential is a premier independent insurance agency located at 2322 North Veterans Boulevard in Eagle Pass, Texas. With headquarters in Houston, TX and locations throughout the United States, we offer insurance solutions for individuals, families, and businesses. Our focus is on risk management, ensuring that our clients are protected from potential losses. We believe in challenging the status quo and always put our clients' interests first. With over 140 different insurance companies to work with, we provide customized options tailored to your specific needs. Our in-house client service team ensures a smooth customer experience. Iscential is licensed in over 35 states, allowing us to properly serve clients nationwide. Our dedicated agents work with you to understand your risks and explain coverage options in a clear and transparent manner. We strive to provide peace of mind by helping you make informed decisions about your insurance needs. Whether you need coverage for your car, home, business, or personal assets, Iscential has a solution for you. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Our services are available to individuals residing in Texas, Louisiana, Pennsylvania, and Alabama. Contact Iscential today to protect your most valuable assets.
Apex Partners LLC
Apex Partners LLC is a finance institution located at 109 North Post Oak Lane in Houston, Texas, United States. We specialize in helping mid-sized companies secure the capital they need to expand and navigate unexpected challenges. Our experienced team offers expert advice and creative financial solutions to maximize the value of our clients' businesses. We work closely with our clients to identify new opportunities and execute M&A transactions, recapitalizations, and management buyouts. With over $4 billion in closed M&A transactions, our principals have a deep understanding of the debt and equity capital markets.
Merrill Edge
Merrill Edge is a finance institution located at 11025 Farm to Market 1960 Road West, Houston, Texas, United States. At Merrill, they have the people, tools, and personalized advice to help you achieve your financial goals. Whether you are planning for your future or investing in securities, Merrill advisors are here to help. They offer a broad range of brokerage, investment advisory, and other services to meet your needs. Banking products are provided by Bank of America, N.A. and affiliated banks. Merrill Edge is committed to providing you with the information you need to make informed decisions about your finances. Visit their website for more information and to find an advisor near you.
LPL Financial
LPL Financial is a leading financial institution located at 950 Threadneedle Street in Houston, Texas, United States. Specializing in finance, LPL Financial offers a wide range of services including investment management, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments or plan for retirement, LPL Financial is committed to providing personalized solutions tailored to your individual needs. Visit us today to learn more about how we can help you reach your financial goals.
Mariner Investment Group
Mariner Investment Group is a finance and insurance agency located at 9601 Katy Freeway, Houston, Texas, United States. Since 1994, we have been dedicated to helping individuals and families plan for a bright future through financial and investment planning. Our team of licensed financial advisors specializes in Self Directed retail and Retirement Accounts, Managed Accounts Clearing, and offers impartial guidance on how to invest in stocks. As a registered broker dealer with the Securities and Exchange Commission and a member of FINRA/SIPC, we provide transparent fee structures and unbiased recommendations to help you reach your long-term financial goals. Our team is committed to ethics and integrity, ensuring that your best interests are always prioritized.
First Water Advisors
First Water Advisors is a finance institution located at 708 Main Street in Houston, Texas. Specializing in securities, they offer services through GT Securities, Inc., a member of FINRA and SIPC. With an additional location at 609 Main Street, 25th Floor, Houston, TX 77002, clients can access expert financial advice and investment opportunities. Contact them at 713.280.7150 for more information. Please note that broker dealer disclaimer applies.
iscential Insurance: Jennifer Munoz Agency
Iscential Insurance: Jennifer Munoz Agency is a premier independent insurance agency located at 6112 North 10th Street, McAllen, Texas. As part of the Iscential Insurance network, we offer insurance solutions for individuals, families, and businesses, specializing in finance, health, and insurance services. With our headquarters in Houston, TX and locations throughout the United States, we are dedicated to providing personalized and trusted advice to our clients. At Iscential, we believe in challenging the status quo and putting our clients' interests above all else. With over 140 different insurance companies to work with, we can tailor options that are uniquely fit for your needs. Our in-house client service team ensures a smooth customer experience, and our independent status allows us to offer a wide range of insurance and financial services.
Ryan Christensen - Thrivent
Ryan Christensen - Thrivent is a finance institution located at 19450 Tomball Parkway, Houston, Texas, United States. Operating under the name Awaken Wealth Partners, their mission is to inspire intentionality in financial planning, helping clients set and achieve their goals throughout every phase of life. With a team of expert partners, they provide wealth management services for every season of life. Certified by the CFP Board, they offer investment advisory services through Thrivent Advisor Network, LLC. Clients can engage separate broker-dealers or custodians to safeguard their assets. Licensing information is available through state insurance departments and clients can check the background of representatives on FINRA's BrokerCheck.
Matthew Miller - Thrivent
Matthew Miller - Thrivent is a finance institution located at 19450 Tomball Parkway in Houston, Texas, United States. As Awaken Wealth Partners, our mission is to inspire intentionality in working with our clients to set and achieve their financial goals at every stage of life. We believe in being more than just a team of experts - we strive to be expert partners, guiding you through every step of your financial journey. Our team is comprised of Certified Financial Planners who are dedicated to helping you navigate your finances with confidence. We offer investment advisory services through Thrivent Advisor Network, LLC, a registered investment adviser. Our clients will work with an unaffiliated broker-dealer or custodian to protect their investment advisory assets. We encourage you to review our brochures for a comprehensive overview of our services, fees, and expenses. Our Advisory Persons may also be registered representatives of a broker-dealer to provide securities products.
Abraham Sobarzo Capital Management, a financial advisory practice of Ameriprise Financial Services, LLC
Abraham Sobarzo Capital Management is a financial advisory practice of Ameriprise Financial Services, LLC located at 2 Riverway, Houston, Texas, United States. We specialize in providing personalized investment, asset allocation, and portfolio recommendations based on individual goals and risk tolerance. Our team documents and regularly reviews progress towards financial goals, updating strategies as life changes. Clients have secure access to their investments and accounts from any device. Schedule a complimentary initial consultation to learn how we can help you achieve your financial objectives. Our financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure client security and privacy. Contact us to discuss your financial priorities and start planning for the future with confidence.
Chad James - Financial Advisor, Ameriprise Financial Services, LLC
Chad James - Financial Advisor at Ameriprise Financial Services, LLC is located at 3050 Post Oak Boulevard in Houston, Texas. As a finance institution, Chad James offers expert financial advice to help clients achieve their goals. With background and qualification information available on FINRA's BrokerCheck website, clients can trust in Chad James' expertise. The institution provides a Client Relationship Summary Disclosure and encourages individuals to meet to discuss their financial priorities. While the initial consultation offers an overview of financial planning concepts, written analysis and recommendations are not provided. Chad James can conduct securities business with residents of specific states where properly registered, as listed on FINRA's BrokerCheck website. Ameriprise Financial Services, LLC reminds clients that future financial results cannot be guaranteed and encourages users to adhere to the website rules and regulations for privacy and security. By referring friends or family members, clients can help them achieve their financial goals with the assistance of Chad James. With a focus on online security and protection against email fraud, Ameriprise Financial Services, LLC is committed to providing a safe and reliable financial planning experience for all clients.
Raska Wealth Management-Stephan T. Raska
Raska Wealth Management, led by Stephan T. Raska, is a finance institution located at 12621 Featherwood Drive in Houston, Texas, United States. At Raska Wealth Management, we understand that your financial needs and goals are unique to you. Our customizable planning approach ensures that you receive the support you need to thrive and succeed in your investments. Please note that our services are available to residents of specific states only, including (AR, AZ, CA, CO, FL, GA, IN, LA, MI, MO, MS, NC, TX, VA). Securities-related services may not be provided to individuals residing in states not listed above. For international parties, the information provided is for informational purposes only and should not be construed as an offer to participate in any investment activities.
UBS Financial Services Inc.
UBS Financial Services Inc., located at 5075 Westheimer Road in Houston, Texas, is a leading finance institution dedicated to helping clients achieve their financial goals. The institution believes in optimizing tech exposure, seeking durable income, and diversifying across asset classes, regions, and sectors. With a commitment to understanding what wealth means for each individual, UBS offers expertise and finely crafted financial advice tailored to each client's unique needs. Whether you are planning for today, tomorrow, or generations to come, UBS can help you create a comprehensive wealth strategy that supports you in every stage of life. The institution's experts can help you navigate the markets, economy, trends, and investor mindset to stay ahead of the curve.
D H Hill Advisors Inc
D.H. Hill Advisors Inc. is a financial institution located at 1543 Green Oak Place in Houston, Texas, United States. Founded by Dan Hill in 1978, the firm focuses on helping clients manage income needs, wealth accumulation, and addressing risks. D.H. Hill Wealth Management is a collaboration of three entities, including D.H. Hill Securities, D.H. Hill Advisors, and D.H. Hill Insurance Services. D.H. Hill Securities is a FINRA member Broker-Dealer, providing traditional and alternative investment solutions. D.H. Hill Advisors is a SEC-Registered Investment Adviser offering fee-based investment management and financial guidance services. D.H. Hill Insurance Services offers access to multiple insurance marketing organizations for competitive insurance products. The institution is dedicated to providing ongoing solutions, access, and support to its representatives and clients. If you have any questions or want to learn more about D.H. Hill Wealth Management, don't hesitate to contact their team. Securities are offered through D.H. Hill Securities, LLLP, and advisory services are offered through D.H. Hill Advisors, Inc.
Gazzier Group - Ameriprise Financial Services, LLC
Gazzier Group - Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, is a trusted finance institution that offers personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. With a focus on client relationships, the team at Ameriprise Financial helps clients track progress towards their financial goals through regular reviews and updates. The institution was recognized as one of the 2022 Most Trusted Wealth Management Companies by Investor’s Business Daily, showcasing their commitment to exceptional client service. Clients can access their investments and accounts securely from any device, allowing for easy tracking of progress. Those interested in learning more about how Ameriprise Financial can help achieve their financial goals can schedule a complimentary initial consultation. Please visit FINRA's BrokerCheck website for background and qualification information.
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