Broker Check

Texas Locations

Texas - Austin

8834 N. Capital of TX Highway, Suite 100
Austin, TX  78759

Phone: 512-277-2020
Fax: 512-402-8630 

Associates

Jonathan Holmes
James Sadek
Avery Gutierrez
Robert Klepner

AXR Investments
Office:  737-220-0732

Associates

Akshay Gupta
Avery Gutierrez

Website: https://www.axrinvestments.com/

Texas - San Antonio

211 N. Loop 1604 E, Suite 165
San Antonio, TX  78232 

Phone: 210-209-9944
Fax: 210-807-7599

Associates

Tammy Solimine
Terrie Sims
Alan Davidson
Stephen Willis
Staci Hernandez
Leesa Lamb
Julie Owen
John Moore
Phillip Jackson
Robert Cantu
Howard Skillrud

Client Centric Wealth Management

Main phone: 210-807-7599
Website: https://www.ccwmgmt.com/

Eric Zeitler, AIF, CRPS, CMFC
Ty Hodges
Paul Wallin
Marcus Selva
Kelly Compton
Seli Compton
Staci Hernandez

Spellman Capital Strategies

Main phone:
210-988-0600

David Spellman

UPSTREAM Benefit Solutions
Main Phone: 210-888-4559

Kelly Zeitler SGS, CHRS
Michele Mendoza SGS, CHRS
Jamie Potter

Texas - Dallas

14881 Quorum Drive, Suite 125
Dallas, TX  75254

Phone: 972-535-5631
Fax: 972-767-5569

Associates

Terry Keratsopoulos
Bill Stephens
David Smith

Admin: Denise Lindstrom

Texas - Allen

900 W. Bethany Drive suite 370
Allen, TX 75013

Fax: 866-329-1244

Associates

Sam Green
Office: 972-535-4206

Christine Sager
Office: 972-808-6758

Carla Tong
Office: 214-716-0249

Rusty Acheson

Wes Taylor

Texas - Round Rock

1620 Red Bud Lane, suite 207
Round Rock, TX 78664

Phone: 512-201-2427

Associate

Clint Potts
Sarah Glanville
Elizabeth Checkeye
Gileanne Carter
Trevor Jaksch

Website: legacyoakfinancial.com

Texas - Jarrell

133 Walter Way
Jarrell, TX 76537

Phone: 512-630-6082

Associate

Deborah Swanson

Texas - Pflugerville

18014 Ruby Lace Rd
Plugerville, TX 78660

Phone: 512-423-4198

Associate

Melanie Dohrman

Texas - Plano

1400 Preston Rd, Suite 426
Plano, TX 75093-5186

Direct: 469-757-4454
Cell: 214-384-7127

Associate

John Morrison


Texas - Spicewood

Associate

Ron Jernigan
Phone: 512-638-3700


Texas - Spring

25139 Butterwick Dr.
Spring, Texas 77389

Office: 832-844-3684
Direct: 832-723-8944

Associate

Robert Franklin

Texas - San Angelo

1st Community FCU
3505 Wildewood Dr.
San Angelo, TX 76904

Office: 325-224-3639
Cell: 325-262-0107

Associate

Greg Stephens

Texas - Sugarland

19901 Southwest Freeway
Sugarland, TX 77479

Office: 281-661-7977
Fax: 877-366-6126

Associate

Joe Stassi

Texas - The Woodlands

16 N Merryweather Circle
The Woodlands, TX 77384

Office: 281-661-1278
Fax: 281-754-4254

Associate

Lisa Poppell

Texas - Waco

6709 Bishop Drive
Waco, TX 76714

Office: 254-723-0011

Associate

Colin Cohen

Texas - Wylie

100 Lyndhurst Dr.
Wylie. TX 75098

Office: 214-862-9988

Associate

Brett Blair

www.blairfinancialadvisors.com