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Financial Planning Services Advisors in Dallas, Texas
3,096 Results
Unclaimed

LPL Financial LLC

location

DALLAS, TX

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Harry Russell Grant is a financial advisor with over 3 years of experience in the industry. Harry is currently registered with LPL Financial LLC and has previously been registered with Waddell & Reed. Harry holds the Series 66, Series 7, and SIE licenses. Harry provides a wide range of services including financial planning, portfolio management, and consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Dallas, TX

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Hayden Lee Godat is a financial advisor with Morgan Stanley in Dallas, TX. Hayden has been in the financial industry since 2008. Hayden has a Series 7, Series 66, and SIE license and is registered in 28 states, including Texas, California, and Florida. Hayden previously worked with Credit Suisse Securities (USA) LLC and UBS Financial Services Inc. Hayden specializes in providing financial planning, asset allocation advice, and portfolio management services to individuals, businesses, and investment companies.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DALLAS, TX

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Hayden Charles Bowring is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. with over 6 years of experience in the industry. Hayden is registered to provide investment advice in 31 states and is also registered as a Registered Representative in Texas. Hayden has obtained the Series 66, Series 7 and SIE licenses. Hayden specializes in providing investment advice to high-net-worth individuals, corporations, and other businesses. Hayden's firm, Merrill Lynch, Pierce, Fenner & Smith Inc. has a strong track record of providing investment advice and wealth management services to clients of all types.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

MML Investors Services, LLC

location

Dallas, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Hayden Reid Gothard is a registered representative with MML Investors Services, LLC. Hayden has been in the financial services industry since November 2020. Hayden is licensed to provide investment advice and services in Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Hampshire, New York, Oklahoma, Texas, and Washington. Hayden holds the Series 7TO, Series 66 and SIE licenses. Hayden has a background in law and finance and has worked for several different companies in the industry. Hayden is committed to providing clients with personalized financial advice and services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION PROGRAMS
Unclaimed

Ameriprise Financial Services, LLC

location

DALLAS, TX

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Heather Smith is a financial advisor with Ameriprise Financial Services, LLC. Heather has been in the industry since December 13, 2015. Ameriprise Financial Services, LLC is a large firm with approximately $1 billion - $10 billion in assets under management. The firm provides a wide range of financial services, including financial planning, portfolio management, and asset allocation. They primarily serve high-net-worth individuals, trusts/estates, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Heather's registrations include Series 7 and Series 66 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Avantax Advisory Services

location

DALLAS, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Heather Turney Haynes is a financial advisor currently working with Avantax Advisory Services. Heather has been in the financial industry since October 14, 2018 and is currently registered with Oklahoma and Texas to provide investment advice. Heather is also licensed as a registered representative in Oklahoma. She has obtained the Series 63, Series 65, Series 7 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed
location

Dallas, TX

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Heather Martinez Arnold is a registered representative with Morgan Stanley. Heather has been in the industry since 1999. Heather is registered with the state of Texas as both a broker-dealer and investment adviser. Prior to working with Morgan Stanley, Heather was a registered representative at Barclays Capital Inc., Lehman Brothers Inc., and Banc of America Securities LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

UBS Financial Services Inc.

location

DALLAS, TX

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Heather Lynn Brown is an investment advisor representative at UBS Financial Services Inc. in Dallas, TX. Heather has been in the industry since 1998 and is registered with the state of Texas to provide investment advisory services. Previously, Heather was an investment advisor representative with Credit Suisse Securities (USA) LLC, Lehman Brothers Inc., and Morgan Stanley DW Inc. Heather has also worked with Credit Suisse Lending LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Security Ratings
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DALLAS, TX

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Heather Hampshire is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Heather is a registered representative in Texas. She has been in the financial industry since December 2017 and has experience in both the broker-dealer and investment advisor space. Heather has several securities licenses, including Series 7, Series 24, Series 4, Series 53, Series 9, Series 10, and Series 52. Heather provides a wide range of financial services including portfolio management, investment consulting, and financial planning.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D
Unclaimed

Raymond James & Associates, Inc.

location

DALLAS, TX

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Hector Matos gonzalez is a financial advisor with over 7 years of experience in the financial services industry. Hector is currently registered with Raymond James & Associates, Inc. and previously worked with CITIGROUP GLOBAL MARKETS INC. Hector holds several licenses, including Series 63, Series 52, Series 53 and SIE. Hector is able to provide a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Hector specializes in working with a wide range of clients including corporations, individuals, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PLEASE SEE NOTE IN SCHEDULE D - MISCELLANEOUS

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