Lubbock, TX Financial Advisors and Resources



Financial Advisor Firms in Lubbock, TX


MCDONALD CAPITAL MANAGEMENT

Website

(806) 744-8617

8001 Quaker Avenue
Suite J
Lubbock, TX 79424

SEC#: 801-61327
Years in Business: 19 years

BONNER & SMITH, LLC

Website

(806) 798-1880

5308 114th St

Lubbock, TX 79424

SEC#: 801-81163
Years in Business: 6 years

AMICUS FINANCIAL ADVISORS, LLC

Website

(806) 698-1122

3814 24th Street

Lubbock, TX 79410

SEC#: 801-113147
Years in Business: 3 years

FSC SECURITIES CORPORATION

Website

(806) 792-9279

5111 80th Street

Lubbock, TX 79424

SEC#: 801-42017
Years in Business: 29 years

INDEPENDENT WEALTH NETWORK, INC.

Website

(806) 407-3346

Archer Financial Partners
7021 Kewanee Ave, Bldg. 8 - 102
Lubbock, TX 79424

SEC#: 801-110559
Years in Business: 4 years

ST. BERNARD FINANCIAL SERVICES, INC.

Website

(806) 794-7300

4630 55th Dr
Apt 109
Lubbock, TX 79414

SEC#: 801-113763
Years in Business: 3 years

PROSPERA FINANCIAL SERVICES, INC.

Website

(877) 261-2917

3223 South Loop 289
Suite 124
Lubbock, TX 79423

SEC#: 801-65845
Years in Business: 15 years

ST. BERNARD FINANCIAL SERVICES, INC.

Website

(806) 794-7300

4630 55th Dr
Apt 109
Lubbock, TX 79414

SEC#: 801-113763
Years in Business: 3 years

LEVEL FOUR ADVISORY SERVICES, LLC

Website

(806) 797-3251

5202 Indiana Avenue

Lubbock, TX 79413

SEC#: 801-66368
Years in Business: 15 years


How Retirement-Friendly is Lubbock, TX?

  • Population: 253,851
  • % of Population 62 Years and Over: 14.5%
  • Average Home Value: $150,700
  • Average Monthly Housing Cost: $973
  • Average Household Income: $71,273
  • Texas Total Tax Burden: 8.19% (20th Lowest in U.S.)
  • Texas Property Tax: 3.91% (9th Highest in U.S.)
  • Texas Individual Income Tax: 0.00% (Lowest in U.S.)
  • Texas Sales and Excise Tax: 4.28% (9th Highest in U.S.)


Lubbock, TX Financial Advisor FAQs

If your finances are complex enough that you need advice on them, then yes. A professional advisor is needed for situations where people have to manage their investments or achieve certain short-term or long-term goals.
The best way to find a financial advisor is by word of mouth. Get in touch with friends and family and they will most likely be able to point you in the right direction for finding an advisor suitable for your needs. You can also look online at reviews and check out what other investors have had to say about the advisors they've chosen.
Their commission on the products they sell. Their salary can vary depending on their employer's compensation structure, but their commission will typically be the same across all of the different methods of payment.
Financial advisors typically charge a percentage of the net value of investment assets as a fee for managing those assets. Fees can vary from about 0.25% to as high as 2%, depending on the size and type of account being managed, where it is located, and other aspects related to the relationship between those providing financial advice and those receiving advice.