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

Citigroup Global Markets Inc.

location

DALLAS, TX

experience

53 Years Experience

0 Disclosures

ADVISOR BIO

Charles Kirkland Davis is a financial advisor based in Dallas, Texas. Charles is registered with Citigroup Global Markets Inc., and has been with the firm since 2010. Charles previously worked at DEUTSCHE BANK SECURITIES INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC., ROTAN MOSLE INC., and RAUSCHER PIERCE REFSNES, INC. Charles holds licenses for Series 63, 8, 7, and SIE exams. The advisor is active in both Broker-Dealer and Investment Advisor capacities and has a history of working with individuals, corporations, and various institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION ADVICE
Security Ratings
Publication of Financial Periodicals
Unclaimed

Level Four Advisory Services | CFA ® (Certifications)

location

DALLAS, TX

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Charles Raymond Shimer is an investment advisor representative at Level Four Advisory Services. Charles has been in the financial services industry since 2002. Charles is also registered with Level Four Capital Management. Charles has a Series 6, Series 7, and Series 63 license. Charles is a Chartered Financial Analyst (CFA). Charles has experience in investment research, due diligence and selection, portfolio construction, implementation and management.

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

Charles Stuyvesant Coleman is an investment advisor representative at J.P. Morgan Securities LLC. Charles Coleman is registered with FINRA, the Securities Investor Protection Corporation (SIPC), and the state of Texas. Charles Coleman has been in the securities industry since December 2021.

SPECIALIZATIONS

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

ISC Advisors, Inc.

location

DALLAS, TX

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Charles Munsell is an investment advisor representative who has been working in the financial services industry since September 25, 2013. Charles is registered with ISC Advisors, Inc. and is licensed to provide investment advice in Texas. Charles offers a range of financial services, including financial planning, portfolio management, pension consulting, and educational seminars. Charles has a focus on providing services to high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Securities LLC

location

Dallas, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Charley A. Ford is an Investment Advisor Representative with J.p. Morgan Securities LLC and has been in the industry since 2019. Charley A. Ford holds the Series 7TO, Series 63, and Series 65 licenses. Charley A. Ford works out of the Dallas, TX office of J.p. Morgan Securities LLC.

SPECIALIZATIONS

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

DALLAS, TX

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Charlie Wright is a financial advisor with Edward Jones, a firm that manages over $824 billion in client assets. Charlie has been a registered representative for over a decade and has worked with firms like PRUCO Securities and AXA Advisors. Charlie holds the Series 66, 7, and 24 licenses and is registered in numerous states. Charlie specializes in portfolio management for individuals and businesses, 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

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

DALLAS, TX

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Charlotte Logann is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Charlotte has been in the industry since December 1992. Charlotte holds licenses in Texas, Louisiana, and many other states. Charlotte has a variety of certifications and licenses including the Series 7, Series 3, Series 10, Series 9, Series 66, and Series 63. Charlotte's firm has more than $1 trillion in assets under management.

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

UBS Financial Services Inc.

location

DALLAS, TX

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Charlotte Paige Berry is a financial advisor registered with UBS Financial Services Inc., based in DALLAS, TX. Charlotte has been in the financial industry since June 2016 and is licensed to provide investment advice in Colorado, Florida, Indiana, Louisiana, and Texas. Charlotte is also a registered representative for UBS Financial Services Inc. in Texas.

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

Edelman Financial Engines | CFP ® (Certifications)

location

DALLAS, TX

0 Disclosures

ADVISOR BIO

Chase Gorman is a financial advisor with Edelman Financial Engines. Chase holds the Series 63, 65, and SIE licenses. Chase has over two years of experience in the financial services industry. Chase also holds the Certified Financial Planner designation. Chase specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, and businesses. Chase is committed to helping 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
Publication of Financial Periodicals
Unclaimed

Cetera Investment Advisers LLC

location

DALLAS, TX

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Chase Awalt is a financial advisor who has been in the industry since 2006. Chase is registered with Cetera Investment Advisers LLC and has also been registered with Securian Financial Services, Inc.. Chase is a licensed broker and investment advisor in the states of California, Colorado, Florida, Georgia, Louisiana, New Mexico, Ohio, Oklahoma, Oregon, Texas and Wyoming. Chase holds the Series 7 and Series 66 licenses and the SIE exam. Chase has a strong background in financial planning, pension consulting and portfolio management.

SPECIALIZATIONS

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

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