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

Three Bell Capital LLC

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Virginia Debbink is an Investment Advisor Representative associated with Three Bell Capital LLC. Virginia has been in the industry since at least February 2018, when Virginia began work for Global Retirement Partners, LLC. Virginia is currently registered in California as an Investment Advisor Representative. Virginia also has a Series 65 license, which was obtained in October of 2018. Virginia is a sales associate selling sunglasses part-time. Virginia has a range of specializations including portfolio management for individuals, portfolio management for pooled investment vehicles, financial planning, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ESTATE PLANNING, TAX PLANNING, INSURANCE PLANNING, LENDING
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

Dallas, TX

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Vjollca Gjinolli is a financial advisor with Ameriprise Financial Services, LLC. Vjollca has over 7 years of experience in the financial industry, previously working with Comerica Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward Jones. Vjollca holds the Series 7, Series 66 and SIE licenses. Vjollca is registered to provide investment advice in Arizona, Arkansas, Florida, Illinois, Michigan, Nevada, North Carolina, Oklahoma, Texas, Utah and Virginia.

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

Strata Wealth Advisors, LLC

location

Dallas, TX

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Vyoma Patel is an Investment Advisor Representative associated with Strata Wealth Advisors, LLC. Vyoma is registered with the state of Texas. Vyoma has 11 years of experience in the financial industry and currently works in the Dallas, Texas office of Strata Wealth Advisors, LLC. Vyoma is a Series 66, Series 7, and Series 24 licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Avantax Advisory Services

location

DALLAS, TX

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

W. Townsend Morris is a financial advisor with over 19 years of experience in the industry. Currently, W. Townsend Morris is registered with Avantax Advisory Services, in Dallas, Texas. Previously, W. Townsend Morris was registered with KESTRA INVESTMENT SERVICES, LLC in Haverford, Pennsylvania and ROYAL ALLIANCE ASSOCIATES, INC. in Haverford, Pennsylvania. W. Townsend Morris holds the Series 7, Series 63, and Series 65 licenses as well as the SIE exam. W. Townsend Morris specializes in helping clients with their financial planning, portfolio management, and pension consulting 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

3 Years Experience

0 Disclosures

ADVISOR BIO

Wade Oliver Howell is a financial advisor with Avantax Advisory Services. Wade has been in the financial services industry since August 8, 2021. Wade is registered in Georgia, North Carolina, South Carolina and Vermont. Wade specializes in providing financial planning, portfolio management, pension consulting, and educational seminars. Wade is also a registered representative with Avantax Investment Services, Inc.

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

5 Years Experience

0 Disclosures

ADVISOR BIO

Walker Franks is a registered representative with Avantax Advisory Services. Walker holds the Series 7TO, Series 66 and SIE licenses. Walker has been in the securities industry since September 5, 2019. Walker has worked for Avantax Advisory Services, Inc. since March 2019.

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

19 Years Experience

0 Disclosures

ADVISOR BIO

Wallace D. Williams is a financial advisor with Raymond James & Associates, Inc. Williams has been in the industry since 2006 and is registered in 14 states. Williams has a broad range of experience, including financial planning, portfolio management, and pension consulting. Williams also specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans. Williams's previous employer was Edward Jones.

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

Equitable Advisors, LLC

location

DALLAS, TX

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Walter Denzak is a registered representative with Equitable Advisors, LLC. Walter is located in DALLAS, TX, and has been in the financial services industry since 2023. Walter has passed the General Securities Representative Examination (Series 7TO) and the Securities Industry Essentials Examination (SIE).

SPECIALIZATIONS

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

DALLAS, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Walter Berend is a financial advisor with Edward Jones. Walter is registered with the state of Texas to provide investment advisory services. Walter holds both Series 7 and Series 66 licenses and the SIE. Walter specializes in providing financial planning, pension consulting, and portfolio management for both individuals and businesses. Walter also provides selection of other advisors. Walter has been in the financial services industry since April 2023. Before joining Edward Jones, Walter worked at Quest Diagnostics, Texas Digestive Disease Consultants, DealerSocket (acquired by Solera Holdings), and was unemployed. Walter is based in Dallas, Texas.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

DALLAS, TX

experience

14 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Walter Collins is a financial advisor with over 10 years of experience in the financial services industry. Walter has a Series 6, 7, 63 and 65 licenses and a Series SIE designation. Walter is currently registered with Eagle Strategies LLC and has a branch office in Dallas, Texas. Walter also has insurance licenses. Walter's background includes working with New York Life Insurance Company and Truevision Financial Services, LLC. Walter provides financial planning, portfolio management and education seminars.

SPECIALIZATIONS

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

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