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Steven Wayne Anglin

Smith Anglin Financial, LLC

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About Steven Wayne Anglin

Steven Anglin is an investment advisor representative with Smith Anglin Financial, LLC based in Dallas, TX. Steven is registered with the state of Texas and has been in the industry since 1992. Steven has a history of working with individuals, corporations and institutions, including charitable organizations, pension and profit sharing plans and high net worth individuals. Steven's specialties include financial planning, portfolio management for individuals and businesses, and educational seminars.

Firm Information

Steven Anglin 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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Steven Anglin’s Registration & Firm History

TX

08/17/2007 - Present

Smith Anglin Financial, LLC (DALLAS TX)

TX

08/20/2007 - 03/29/2019

PURSHE KAPLAN STERLING INVESTMENTS (DALLAS TX)

TX

02/20/1992 - 08/21/2007

H.D. VEST INVESTMENT SERVICES (DALLAS TX)

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Licenses & Designations

BC

Issued 02/18/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/26/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Wayne Anglin.
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