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

Avantax Advisory Services

location

Dallas, TX

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

John Oleon is a financial advisor with Avantax Advisory Services. John has been in the financial services industry since 2019. John holds a Series 7, Series 66, and SIE. John has worked at both Hilltop Securities Inc. and Fidelity Brokerage Services LLC. John has a wide range of experience and expertise in the financial services industry. John is committed to providing his clients with personalized financial advice and guidance. John is available to help clients with a wide range of financial needs, including retirement planning, college savings, estate planning, and investment management.

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

Commonwealth Financial Network

location

Dallas, TX

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

John C. Farris is a financial advisor who has been in the industry since August 16, 2000. John is currently registered with Commonwealth Financial Network as a Registered Representative. John has experience working with various clients, including high-net-worth individuals, corporations, and charitable organizations. John is a Registered Representative in 25 states, including Texas. In addition to working as a financial advisor, John is also a rancher and hay producer in Texas.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc. | CFA ® (Certifications)

location

Dallas, TX

0 Disclosures

ADVISOR BIO

John Harris is a financial advisor with Cambridge Investment Research Advisors, Inc. located in Dallas, TX. John is a Chartered Financial Analyst and holds licenses for Series 7, Series 63 and Series 66. John has been in the financial industry for over 25 years and previously worked for Raymond James & Associates, Inc. and Principal Financial Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Edelman Financial Engines | CFP ® (Certifications)

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Johnathan Cherry is an Investment Advisor Representative with Edelman Financial Engines in Dallas, Texas. Johnathan has been working in the financial services industry since 2001. He is a Certified Financial Planner and holds Series 7 and 66 securities licenses, as well as a Series 63 license. Johnathan has experience working with a range of clients, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and other investment advisors.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Dallas, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Johnathan Colter Metcalf is an investment advisor representative with Ameriprise Financial Services, LLC. Johnathan is a licensed investment advisor representative in Texas and Arkansas. Johnathan has been in the securities industry since August 2020. Ameriprise Financial Services, LLC is a large financial services firm with a broad range of services offered to clients, including portfolio management, financial planning and educational seminars.

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

Sanctuary Advisors, LLC

location

Dallas, TX

experience

17 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Johnathan Rankin is a financial advisor registered with Sanctuary Advisors, LLC. Johnathan is a registered representative with FINRA and a registered investment advisor representative with the state of Texas. Johnathan has been in the securities industry since 2007. Johnathan has a variety of experience in the financial services industry, including working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Bank of America, NA. Johnathan is a Series 7, 9, 10, 66, and SIE licensed advisor. Johnathan is dedicated to providing clients with personalized financial advice and investment strategies. Johnathan's areas of focus include retirement planning, portfolio management, and financial education.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

DALLAS, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

John-gamble Streit is a financial advisor associated with J.P. Morgan Securities LLC and is registered with the state of Texas. John-gamble has been in the industry for less than a year and has passed the Series 63, Series 6TO and SIE exams. John-gamble's firm is a large, well-established financial institution that offers a wide range of financial services, including portfolio management, financial planning, pension consulting and selection of other advisers.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC

location

Dallas, TX

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

John Mark Davis is a registered representative with J.p. Morgan Securities LLC and has been in the industry since 2023. John Mark Davis is also registered as an Investment Advisor Representative in Texas. John Mark Davis has passed the Series 7TO, SIE, and Series 66 exams. John Mark Davis's firm, J.p. Morgan Securities LLC, has over $50 billion in assets under management and manages over 1 million accounts. The firm provides advisory services to individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

DALLAS, TX

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Johnny Wayne Morrison is a Registered Representative at LPL Financial LLC. Johnny has been in the securities industry since March 22, 2010. Johnny is licensed to conduct business in Colorado, Illinois, Oklahoma, Texas and Washington. Johnny has been with LPL Financial LLC since May 18, 2023. Prior to that, Johnny was a Registered Representative at Sigma Financial Corporation, OneAmerica Securities, Inc., MML Investors Services, LLC, Grand Financial, Inc., and Edward Jones.

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

Osaic Wealth, Inc.

location

DALLAS, TX

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Johnny Irvin Moore is a financial advisor who has been in the industry since 1999. Johnny currently works at Osaic Wealth, Inc. and has been registered with the state of Texas as a Registered Investment Advisor (RIA) since June 14, 2024. Prior to that, Johnny worked at Securities America, Inc. for 20 years. Johnny is registered with the state of Texas and several other states for Securities and Investment Advisory services. Johnny holds Series 7, Series 66 and SIE exams, and specializes in Financial Planning, Pension Consulting, and Educational Seminars.

SPECIALIZATIONS

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

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