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Erick Byrum Dahl

Smith Anglin Financial, LLC

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About Erick Byrum Dahl

Erick Dahl is an Investment Advisor Representative with Smith Anglin Financial, LLC in DALLAS, TX. Erick Dahl has been working in the financial industry since 2003. Erick Dahl has been registered with Smith Anglin Financial, LLC since 2017. Erick Dahl specializes in providing financial planning, portfolio management for individuals and businesses, educational seminars and consulting.

Firm Information

Erick Dahl is currently registered with Smith Anglin Financial, LLC. Smith Anglin Financial, LLC is a Registered Investment Advisor based in Dallas, Texas. The firm manages over $1.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Smith Anglin Financial provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
Smith Anglin Financial, LLC

14755 PRESTON ROAD.

DALLAS, TX 75254

$1.57B

Assets Under Management

12

Total Clients

15

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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consulting

Consulting

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Erick Dahl’s Registration & Firm History

TX

05/04/2017 - Present

Smith Anglin Financial, LLC (DALLAS TX)

TX

03/20/2009 - 11/30/2010

PROSPERA FINANCIAL SERVICES, INC. (RICHARDSON TX)

TX

11/05/2003 - 03/24/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

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Licenses & Designations

BOTH

Issued 11/25/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/04/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Erick Byrum Dahl.
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