Fundamental Wealth Advisors
Fundamental Wealth Advisors is an independent firm providing wealth management and financial advice. Our original aspiration in 1992 was to provide expert advice combined with servant leadership to anyone that places their trust in us… this remains the same today. We are blessed to serve Bryan/College Station and the surrounding area. Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
—
no listings
Distinct roles
7
indexed titles
Tech stack
2
tools in use
Monthly traffic
44
organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AU
Austin Ullrich
Client Services Associate · Customer/Client Service
EmailPhone - DO
Demond Oliver
Financial Advisor · Finance & Accounting
EmailPhone - PS
Patrick Severance
Texas A&M (‘19) · Other
EmailPhone
Showing 3 of 10 verified contacts
Top roles at Fundamental Wealth Advisors
7 distinct titles indexed · top 7 shown.
- 2financial advisor
- 2president
- 1administrative assistant
- 1branch operations manager
- 1certified financial plannertm
- 1client services associate
- 1texas a&m (‘19)
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