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

Avantax Advisory Services

location

DALLAS, TX

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Lamar Mantrell Brown is a financial advisor with Avantax Advisory Services. Lamar has been in the financial services industry since May 2014. Lamar is a registered representative with Avantax Investment Services, Inc. and an investment advisor representative with Avantax Advisory Services. Lamar is licensed to sell securities in Texas. Lamar holds the Series 63, Series 66, Series 7, Series 24 and SIE licenses. Lamar is registered with the Securities and Exchange Commission (SEC) as an investment advisor representative.

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

Stifel, Nicolaus & Company, Inc.

location

DALLAS, TX

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Lance Clayton Whitworth is a financial advisor at Stifel, Nicolaus & Company, Inc. Lance has been in the financial industry since August 2005. Lance is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed to sell securities in 27 states. Lance is also a registered investment advisor representative in Texas. Prior to joining Stifel, Nicolaus & Company, Inc., Lance worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and A. G. Edwards & Sons, Inc.

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 Pooled Investment Vehicles
Unclaimed

Westshore Wealth | CFP ® (Certifications)

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Lance Douglas Jamerson is a financial advisor with Westshore Wealth, a registered investment advisor. Lance has been in the financial services industry since 2000. Lance holds the Series 7, 24, 51, and 66 licenses, and is also a Certified Financial Planner. Lance's practice focuses on financial planning and portfolio management for high-net-worth individuals, corporations, and pension plans. Prior to joining Westshore Wealth, Lance worked at Howard Financial Services, Triad Advisors, Inc., J.W. Cole Financial, Inc., and NFP Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DALLAS, TX

experience

2 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Lance Stanchel-skyler is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Lance has been in the industry since 2023 and holds the Series 66, Series 7TO and SIE licenses. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Lance was a financial advisor at FIDELITY BROKERAGE SERVICES LLC.

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

11 Years Experience

0 Disclosures

ADVISOR BIO

Landon Vaughan is a registered representative with MML Investors Services, LLC and Spectrum Strategies, LLC. Landon is a financial advisor who has been in the industry since 2014. Landon holds the Series 66, Series 7 and Series 6TO licenses and has been registered in 16 states. Landon specializes in financial planning, portfolio management for individuals and businesses, and asset allocation programs. Landon is committed to providing personalized financial advice and guidance to help clients reach their financial goals.

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

Sanders Morris LLC

location

Dallas, TX

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Lane Moore is a financial advisor at Sanders Morris LLC. Lane has been in the financial services industry since April 2015 and has a strong track record of success. Lane is registered to provide investment advice in 53 states and the District of Columbia. Lane is committed to providing personalized financial advice and helping clients reach their financial goals.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

DALLAS, TX

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Lane Weitz is a registered representative with Principal Securities, Inc. Lane is also an investment advisor representative with Principal Securities, Inc. Lane has been working in the financial services industry since June 3, 2012. Lane has passed the Series 6, Series 7, Series 63, and Series 65 exams, as well as the SIE exam. Lane is registered in California, Florida, Georgia, Louisiana, Texas, and Virginia. Lane is a board member at large for the Preston Green HOA. Lane specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals.

SPECIALIZATIONS

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

Dallas, TX

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Langford Keith has been in the financial services industry since 2003. Langford is currently registered with Morgan Stanley. Langford's previous employers include CITIGROUP GLOBAL MARKETS INC., UBS FINANCIAL SERVICES INC., and BOSC, INC.

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

J.p. Morgan Securities LLC

location

DALLAS, TX

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Lanh Nguyen is a financial advisor with J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Lanh has been in the industry since 1999 and specializes in investments, financial planning, and portfolio management. Lanh Nguyen is registered in all states as an Investment Advisor Representative (IAR) and is also registered with FINRA. Lanh worked previously with Stifel, Nicolaus & Company, Incorporated and Barclays Capital Inc..

SPECIALIZATIONS

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

Dallas, TX

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Larry Kyle Wright is a financial advisor with over 30 years of experience in the industry. Larry is currently registered with Morgan Stanley and has previously worked with UBS Financial Services Inc., Salomon Smith Barney Inc., Kidder, Peabody & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Larry holds the Series 63, Series 65, Series 7, and Series 31 licenses and the SIE exam certification. Larry is a registered Investment Advisor in Texas and has an extensive background in providing financial advice to individuals and businesses. Larry specializes in various areas including retirement planning, investment management, estate planning, and insurance.

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

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