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Directional Advisors

Headquartered in LEWISVILLE, TX

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Firm Information

Directional Advisors is an investment advisor firm based in the United States. They primarily work with individuals, high-net-worth individuals, and pension and profit-sharing plans. Directional Advisors provides financial planning and portfolio management services, and their assets under management total $113,983,081. They have 1 investment advisor representative and are registered with the SEC.

Directional Advisors

$113.98M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

DIRECTIONAL ADVISORS has a total of 1 branch locations across the country.
location

LEWISVILLE, TX

Advisors at Directional Advisors

View All 2 Advisors
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Matthew Dean Tarkington

RA

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Franklin James Parker

CFA®, RA

LEWISVILLE, TX

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Ernest O Miller

RA

LEWISVILLE, TX

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Disclosures

There are no public disclosures for Directional Advisors.

Frequently Asked Questions (11)

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