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

Vaquero Private Wealth, Ltd. | CFP ®,CFA ® (Certifications)

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Ryan Maynard is a financial advisor with Vaquero Private Wealth, Ltd. based in Dallas, Texas. Ryan has been in the financial industry since 2002, providing financial advice and portfolio management to a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Ryan holds the Series 7, Series 31, and Series 66 licenses and is a Certified Financial Planner and a Chartered Financial Analyst. Ryan's expertise includes financial planning, investment management, and retirement planning. Ryan's focus is on building long-term relationships with clients and providing personalized financial advice.

SPECIALIZATIONS

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

Equitable Advisors, LLC

location

DALLAS, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Taylor is a financial advisor with Equitable Advisors, LLC. Ryan has been in the financial industry since November 2022, and is registered with both FINRA and the state of Texas. Ryan is also registered with the states of California, Georgia, Illinois, Michigan, Missouri and Nebraska. Ryan holds Series 66, 7TO, SIE and Series 24 licenses. Ryan is a CrossFit Level 1 certified trainer and dedicates roughly 30 hours a month to this outside business activity.

SPECIALIZATIONS

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

Avantax Advisory Services

location

Dallas, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Ryan Gregory Newton is a financial advisor registered with Avantax Advisory Services in Dallas, Texas. Ryan has been in the financial services industry since November 2018 and has a diverse background in financial services, including experience at 1st Global Capital Corp, Rusty Hill Photography, and Panini America.

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

Raymond James & Associates, Inc.

location

DALLAS, TX

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Sabrina Evelyn Fox is a financial advisor with over 8 years of experience in the financial services industry. Sabrina is currently registered with Raymond James & Associates, Inc. and holds Series 63, Series 65, Series 7 and SIE licenses. Sabrina has previously worked with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Sabrina's experience includes providing financial advice and portfolio management services to a wide range of clients, including high-net-worth individuals, corporations, 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
Unclaimed

RBC Capital Markets, LLC

location

DALLAS, TX

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Sacha Zurawel is a registered investment advisor representative with RBC Capital Markets, LLC, located in DALLAS, TX. Sacha has been in the industry since February 22, 1995, and has experience working for various firms including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANC OF AMERICA SECURITIES LLC. Sacha is registered to provide investment advice in the state of Texas, as well as 49 other states and the District of Columbia. Sacha is also a registered representative for RBC Capital Markets, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Avantax Advisory Services

location

DALLAS, TX

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Saeed Bowens is a financial advisor with Avantax Advisory Services. Saeed has been in the financial services industry for over 12 years. Saeed is registered with the state of Texas and Illinois and has experience in providing financial planning services. Saeed has a strong understanding of the financial markets and can help you develop a customized financial plan that meets your individual needs.

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

Avantax Advisory Services

location

Dallas, TX

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Saket Singh is a financial advisor with Avantax Advisory Services. Saket is a registered Investment Advisor Representative (IAR) in the state of Texas. Saket has been in the industry since 2016 and has a Series 7, Series 63, and Series 65 license. Prior to joining Avantax Advisory Services, Saket worked at Fidelity Brokerage Services LLC.

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

24 Years Experience

0 Disclosures

ADVISOR BIO

Sallie Herzog Behnke is an investment advisor representative at Morgan Stanley. Sallie has been in the industry since October 2000. Sallie is registered with FINRA and is licensed in 34 states. Sallie is also registered as an Investment Advisor Representative in Texas.

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

Avantax Advisory Services | CFP ®,PFS ® (Certifications)

location

DALLAS, TX

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Sallie Mullins Thompson is a financial advisor at Avantax Advisory Services. Sallie has been in the financial services industry since 1997 and has a strong background in financial planning. Sallie is also a Certified Financial Planner and a Personal Financial Specialist. Sallie provides financial planning services to individuals, businesses, and retirement plans. Sallie is committed to helping her clients achieve 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
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

View Capital RIA, LP

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Salvador Daniel Sanchez is a registered Investment Advisor Representative with View Capital RIA, LP based in Dallas, TX. Salvador has been working in the financial industry since 2011. Salvador Daniel Sanchez has passed the Series 63, Series 65, Series 7, and SIE exams. Salvador also serves on the board for Cuentas Ok Sapi de CV, a non-investment related business in Mexico City, MX.

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

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