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

Avantax Advisory Services | CFP ® (Certifications)

location

DALLAS, TX

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Paup is a financial advisor with Avantax Advisory Services, a registered investment advisor headquartered in Dallas, Texas. Thomas Paup has been in the financial services industry since 2008 and has a Series 66, Series 7 and SIE license. Thomas Paup is also a Certified Financial Planner. He is registered with the Securities and Exchange Commission (SEC) and with the states of Delaware, Florida, Maryland, Massachusetts, Michigan, New York, North Carolina, Ohio, Oregon, Pennsylvania, Virginia, and West Virginia. Thomas Paup offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Thomas Paup is a highly experienced financial advisor with a strong track record of success.

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

J.p. Morgan Securities LLC

location

Dallas, TX

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Kregg Rhodes is a financial advisor with J.P. Morgan Securities LLC in Dallas, TX. Thomas has over 10 years of experience in the financial industry, working previously with J.P. Morgan Securities LLC, also in Dallas. Thomas specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Thomas is licensed in all 50 states and the District of Columbia.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

DALLAS, TX

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Harris is a financial advisor with over 18 years of experience in the financial services industry. Thomas has a Series 66, Series 7, Series 9, Series 10 and SIE licenses and has held positions with IDS Life Insurance Company and Ameriprise Financial Services, LLC. Thomas currently works as a Financial Advisor at Ameriprise Financial Services, LLC in Dallas, TX. Thomas's office is located at 5960 Berkshire Ln Ste 1200, Dallas, TX, 75225. Thomas is a Certified Financial Planner. Thomas provides services such as asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

UBS Financial Services Inc.

location

DALLAS, TX

experience

22 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Thomas Ashley Stacy is a financial advisor with over 15 years of experience in the industry. Thomas is currently registered with UBS Financial Services Inc. Thomas has a broad range of experience and expertise in areas including financial planning, portfolio management, and pension consulting. Previously, Thomas was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Thomas holds multiple licenses including Series 3, 7, 9, 10, 31, 63, and 65 and is registered to provide investment advice in 51 states and the District of Columbia.

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

9 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Anthony Bucholtz is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. in DALLAS, TX. Thomas has been in the industry since 2015 and holds Series 7, 9, 10, 66 and SIE licenses. Thomas has experience working with a variety of clients, including individuals, businesses, institutions, and high-net-worth individuals. In addition to providing investment advice, Thomas also offers financial planning services. Thomas is passionate about helping clients achieve their financial goals.

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

Commonwealth Financial Network

location

Dallas, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Thornton Brown is a registered investment advisor representative with Commonwealth Financial Network, located in Dallas, TX. Thornton has been in the industry since 2021. Thornton is registered in Kentucky, Montana and Texas. Thornton specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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

Wells Fargo Clearing Services, LLC

location

DALLAS, TX

experience

23 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Tiffany Campbell is a financial advisor with Wells Fargo Clearing Services, LLC. Tiffany has been in the industry since 2002 and has experience working with a variety of clients, including individuals, businesses, and institutions. Tiffany holds a Series 6, Series 7, and Series 63 license as well as the SIE. Tiffany also has experience in investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management. Tiffany is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

DALLAS, TX

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Tiffany Marie Tuohy is a financial advisor currently registered with Edward Jones. Tiffany has been in the financial industry since 2009 and holds a Series 66, Series 7, and SIE licenses. Tiffany is registered to provide investment advice in 19 states. Tiffany works with individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, partnerships, charitable organizations, and investment clubs.

SPECIALIZATIONS

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

Prospera Financial Services, Inc.

location

DALLAS, TX

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Tim Edwards is a financial advisor with over 35 years of experience in the industry. He is currently registered with Prospera Financial Services, Inc. and has held previous positions with Texas Securities, Inc. and Blinder, Robinson & Co., Inc. Tim has a wide range of experience and holds multiple licenses, including Series 7, 24, 31, 79TO, 99TO, and SIE. He is dedicated to providing comprehensive financial planning and investment management services to individuals, families, businesses, and charitable organizations.

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

DALLAS, TX

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Timothy Bowrey is a financial advisor with Ameriprise Financial Services, LLC, with over 15 years of experience in the financial services industry. Timothy has been registered with Ameriprise Financial Services, LLC since 2023. Prior to that, Timothy was registered with RAYMOND JAMES & ASSOCIATES, INC. from 2013 to 2023 and MORGAN KEEGAN & COMPANY, INC. from 2008 to 2013. Timothy holds the Series 66, 9, 10, and 7 licenses as well as the SIE. Timothy is a Certified Financial Planner and has a strong background in providing financial planning, investment management, and asset allocation 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 SERVICES
Publication of Financial Periodicals

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