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

Avantax Advisory Services

location

DALLAS, TX

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Michael Tuckey is a financial advisor at Avantax Advisory Services. Bruce has been in the financial services industry for over 30 years. Bruce is registered with the state of Michigan to provide both investment advice and brokerage services.

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

Hightower Advisors, LLC

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Bruce Kendrick is an investment advisor representative with Hightower Advisors, LLC. Bruce has been in the industry since 2006 and has experience in both broker-dealer and investment advisor roles. Bruce is registered in both Colorado and Texas. Bruce specializes in working with individual investors, corporations, and charitable organizations. Bruce provides financial planning, portfolio management, and treasury management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TREASURY MANAGEMENT FOR CORPORATE CLIENTS
Unclaimed

Equitable Advisors, LLC

location

DALLAS, TX

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Malmed is an investment advisor representative with Equitable Advisors, LLC. Bruce has been in the financial services industry since May 2010. Bruce is registered with FINRA and the states of Arizona, California and Texas. Bruce has the Series 7, 31 and 66 securities licenses. Bruce has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

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

3 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Robert Cohenour is a registered representative with J.P. Morgan Securities LLC, a leading global financial services firm. Bruce has been in the industry since December 2021 and holds a Series 63, Series 79TO, Series 24, and SIE licenses. Bruce is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Bruce specializes in portfolio management for businesses and individuals, as well as financial planning and pension consulting.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

DALLAS, TX

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bruce Dillard is a financial advisor with UBS Financial Services Inc., a firm based in Weehawken, New Jersey. Bruce has been in the industry since 1996 and has held several positions at various firms. Bruce is currently registered with the Securities and Exchange Commission (SEC) as an investment advisor representative (IAR) and is licensed to sell securities in several states, including Colorado and Texas. He is a Series 7 and Series 63 licensed individual. Bruce's current focus is on financial planning, portfolio management for businesses and individuals, 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
Security Ratings
Publication of Financial Periodicals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DALLAS, TX

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Lee Diers is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Bryan has been in the financial industry since 2000. Bryan has held previous roles at BANC OF AMERICA INVESTMENT SERVICES, INC. and BANC OF AMERICA SECURITIES LLC. Bryan is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, Series 63, and Series 66 license. Bryan is also registered with the Financial Industry Regulatory Authority (FINRA).

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

Beacon Pointe Advisors, LLC | CFP ® (Certifications)

location

Dallas, TX

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Bryan C. Jackson is a financial advisor with over 17 years of experience in the financial services industry. Jackson is a Certified Financial Planner® professional and holds a Series 7, Series 63, Series 65, and SIE license. Jackson is currently affiliated with Beacon Pointe Advisors, LLC in Dallas, TX. Jackson is also a registered investment advisor in California, Kansas, and 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
CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Commonwealth Financial Network

location

Dallas, TX

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Bryan Kelley Bracchi is a financial advisor with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives and 2,950 registered representatives. Bryan has over 20 years of experience in the financial services industry. Bryan is registered with the state of Texas and provides a range of financial services, including financial planning, portfolio management, 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
Publication of Financial Periodicals
Unclaimed

Founders Financial Securities LLC | CFP ® (Certifications)

location

Dallas, TX

experience

19 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bryan Rigg is a financial advisor with over 15 years of experience in the industry. Bryan is currently registered with Founders Financial Securities LLC as a Registered Representative and Investment Advisor Representative. Bryan has held previous positions at Cantella & Co., Inc., Broker Dealer Financial Services Corp., and Credit Suisse Securities (USA) LLC. Bryan has a Series 7, Series 63, and Series 65 licenses. Bryan is also a Certified Financial Planner. Bryan specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Bryan is committed to helping clients achieve their financial goals.

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

18 Years Experience

0 Disclosures

ADVISOR BIO

Bryce Allen Unck is a financial advisor at LPL Financial LLC. Bryce has been in the industry since September 18, 2006 and is registered in Texas and Louisiana. Bryce has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Bryce's expertise includes portfolio management, retirement planning, and estate planning.

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

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