Business List: Wealth Managers in Dallas

Note: Only sample data is shown below. To view full and uncensored business leads, please register here.

Name Address Website Phone Contact(s) Google Google Reviews Yelp Yelp Reviews FB FB Reviews FB Likes FB Checkins FB Followers YP YP Reviews Title Site Description Adwords FB Ads Twitter Ads LinkedIn Ads Bing Ads Robot Config SSL Wordpress Facebook Twitter LinkedIn YouTube Instagram Pinterest Tripadvisor Tripadvisor Rating Tripadvisor Reviews Bing Bing Reviews
Theorem Wealth Management 8140 Walnut Hill Ln Suite 303, Dallas, TX 75231
21483xxxx0 inf*@t********.com
GM Wealth Group, LLC 3811 Turtle Creek Blvd Suite 1325, Dallas, TX 75219
21438xxxx3 cma****@g**********.com
Merrill Lynch Financial Advisor Michael J Smith 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx0 ban********************@m*.com
Terrill Group LLC 400 N Ervay St APT 326, Dallas, TX 75201
46991xxxx4 cha*@t**************.com 5 2
EP Wealth Advisors 2301 Cedar Springs Rd Ste 150, Dallas, TX 75201
21475xxxx0 ab@e*******.com 1187 29 1200
Ferguson, O'Connell, Durham Wealth Management - UBS Financial Services Inc. 100 Crescent Ct, Dallas, TX 75201
21493xxxx1 abc*******@u**.com 1 1
Th Wealth Management 12720 Hillcrest Plaza Dr #710, Dallas, TX 75230 97238xxxx3
Optimal Wealth Advisors 4100 Spring Valley Rd Ste 830, Dallas, TX 75244
97299xxxx2 joh*@o************.com 5 5 556 559
Texas Investment & Retirement Associates 4131 N Central Expy #900, Dallas, TX 75204
81768xxxx9 mar********@l**.com 5 2 498 530
Merrill Lynch Financial Advisor Thomas Henry Spence, Jr. 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx2 ban********************@m*.com
Turtle Creek WealthCare 13355 Noel Rd Ste #1100, Dallas, TX 75240
80068xxxx0 dou*@t************.com
Diamond & Bottenfield Private Wealth Management Team 1920 McKinney Ave #1150, Dallas, TX 75201 46985xxxx5
LP Analyst 750 North St. Paul Street #1900, Dallas, TX 75201
21481xxxx0 aev***@l********.com 5 20
Merrill Lynch Financial Advisor Jeffrey David Piepgras 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx4 ban********************@m*.com
Gough Wealth Management of Raymond James 5956 Sherry Ln Ste 1900, Dallas, TX 75225
21436xxxx0 aar************@r***********.com 17479 18000
Merrill Lynch Financial Advisor Michael G. Garcia 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx5 and*************@m*.com
Matt Sheldahl - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx7 wms**********@r**.com 14777 16000
XO Wealth Management 14850 Quorum Dr #350, Dallas, TX 75254
97233xxxx0 doe**@x*******.com 134
Merrill Lynch Wealth Management 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx8 ale*********@m*.com 1 2
Wealth Management Associates Inc 4245 N Central Expy # 505, Dallas, TX 75205 21452xxxx4
Merrill Lynch Financial Advisor Aaron Gonzalez 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx1 aar**********@m*.com
Ahmeti Wealth Management 46983xxxx1
Duke Wealth Management 3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219
21472xxxx5 bry**@d*******************.com
J.K. Financial, Inc. 8222 Douglas Ave #590, Dallas, TX 75225
21470xxxx0 bob@j*************.com 5 2 159 4 159
Integrity Wealth Management
51525xxxx9 bcb@s*******************.com
Golden Gift Wealth Management
21424xxxx8 inf*@g*************************.com 4
RSA Family Wealth 300 Crescent Ct Suite 1450, Dallas, TX 75201
97276xxxx5 abc****@r*****.com
Forteris Wealth Management - Dallas 16200 Dallas Pkwy #115, Dallas, TX 75248
97277xxxx0 bfr*@f*************.com 78 82
Alan Henry - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx6 rbc*********@r**.com 11069 12376
Merrill Lynch Financial Advisor Daniel W McVeigh 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx1 ann********@m*.com
365 Wealth Management Group - Morgan Stanley 5001 Spring Valley Rd Ste 900W, Dallas, TX 75244
97245xxxx1 acc**********@m************.com 4 1
Indyfin 1722 Routh St Suite 900, Dallas, TX 75201
83346xxxx6 asi***@i******.com 5 3 130
Robert Cordiak - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx8 bro************@r**.com 49
Promus Advisors 8226 Douglas Ave #650, Dallas, TX 75225
21461xxxx0 bra****@p*************.com
CMG Wealth Management 2500 Dallas Pkwy Suite 400, Plano, TX 75093
46972xxxx4 dbr***@c****.com 5 1
Mission Wealth Republic Center, 325 North St. Paul Street Suite 3100, Dallas, TX 75201
21443xxxx4 ach****@m************.com
Quest Capital Management 8117 Preston Rd #700, Dallas, TX 75225
21469xxxx0 art********@q***********.com 2837 28 2900
Chessman Wealth Strategies 7557 Rambler Rd #1010, Dallas, TX 75231
21457xxxx0 luk*@c*************.com 5 33 69 11 76
Highland Park Wealth Management, Llc 3838 Oak Lawn Ave Ste 960, Dallas, Tx 75219
21421xxxx9 5 1
Merrill Lynch Financial Advisor Perry Locke Valek 5910 N US 75-Central Expy 1000, Ste 2000, Dallas, TX 75206 21475xxxx0
CBG Wealth Management 12377 Merit Dr, Dallas, TX 75251
97245xxxx4 ama******@s**************.com
Merrill Lynch Private Wealth Advisor William J Corbellini 300 Crescent Ct #1300, Dallas, TX 75201
21430xxxx0 ban********************@m*.com
Sloan Wealth Management 100 Crescent Ct #1130, Dallas, TX 75201
21472xxxx0 jhe***@s******.com 5 1
Matthews Wealth Management 6688 N Central Expy, Dallas, TX 75206
21436xxxx4 ran***@m*************.com
Seale Wealth Management of Raymond James
21436xxxx4
Suzanne Boyd Chapman - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx3 rbc*********@r**.com
Opus Wealth Management 4359 Shady Bend Dr, Dallas, TX 75244
21445xxxx7 inf*@o*********.net 5 7 533 542
Kyle Clift - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx1 rbc*********@r**.com 5 4 12495 12376
Fetterman Investments, Inc. 12700 Hillcrest Rd Suite 276, Dallas, TX 75230
97223xxxx0 inf*@r****.com 3 2 132 136
Cynthia Salles - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx1 cyn***********@r**.com 14777 16000
Perkins Wealth Management 100 Crescent Ct Suite 445, Dallas, TX 75201
21473xxxx4
Sammons Wealth Management 12720 Hillcrest Rd Suite 600, Dallas, TX 75230
97244xxxx4 inf*@s************.com
Merrill Lynch Financial Advisor Fred(Tripp) R Chandler 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx9 ban********************@m*.com
Ackerman Capital Management 5956 Sherry Ln Ste 1600, Dallas, TX 75225
21436xxxx3 ann*@a**************.com
Starmont Wealth Management 5949 Sherry Ln #1225, Dallas, TX 75225
21438xxxx1 bre***@d*********************.com
Level Four Advisory Services LLC 12400 Coit Rd Suite 700, Dallas, TX 75243
86683xxxx0 bpi****@l****************.com 3.7 3 250 262
Austerra Wealth Management LLC 5910 N Central Expy Ste. 1875, Dallas, TX 75206
21481xxxx0 inf*@a*******.com
CMH Wealth Management, LLC 14785 Preston Rd Suite 1030-B, Dallas, TX 75254
21469xxxx8 tea*@c****.com
Richard Nierling - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx5
Global Wealth Advisors 100 Crescent Ct 7th floor, Dallas, TX 75201
21461xxxx0 alv*****@g*********.net
Morgan Stanley Financial Advisors 8383 Preston Center Plaza Ste 400, Dallas, TX 75225
21436xxxx5 acm***********@m************.com 3 2
Paul Hendershot - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx0 wms**********@r**.com 14777 16000
Valecka Wealth Management 16610 Dallas Pkwy Ste 1250, Dallas, TX 75248
97289xxxx9 cli***@v**********.com
McGowan Group Asset Management 300 Crescent Ct Suite 1776, Dallas, TX 75201
21472xxxx0 ato****@t**************.com 5 5 235 3 250
Equitable Advisors, LLC 12377 Merit Dr #1500, Dallas, TX 75251
97238xxxx0 aar**@t***********.com 3.6 17
BFG Wealth Management 3838 Oak Lawn Ave Suite#1000, Dallas, TX 75219
46999xxxx0 abu******@b****.com 5 3 237 255
WhiteRock Wealth Management 8350 N Central Expy Suite 925, Dallas, TX 75206
21469xxxx1 con****@w**********.com
Merrill Lynch Wealth Management 2100 Ross Ave Ste 0/1100, Dallas, TX 75201
21496xxxx8 ale*********@m*.com 1 2
Munn Gray & Associates - Certified Financial Planner 14951 Dallas Pkwy Suite 820, Dallas, TX 75254
97269xxxx9 inf*@m*******.com 5 2
BNY Mellon Wealth Management Dallas TX 6150 Sherry Ln, Dallas, TX 75225
97236xxxx0 jen***********@b********.com 2 1
Thayer & Co. Wealth Management 8117 Preston Rd Suite 300, Dallas, TX 75225 21436xxxx5 5 1
Merrill Lynch Financial Advisor Dodee Frost Crockett 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx7 ale*******@m*.com
RBC Wealth Management Branch - Dallas Executive 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx0 wms**********@r**.com 14791 16000
Dougherty Wealth Management, LLC 16610 Dallas Pkwy Ste 1250, Dallas, TX 75248
21455xxxx9 inf*@d**********.com
Harper & Alexander Wealth Management - Ameriprise Financial Services, LLC 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97266xxxx9 car***********@a***.com
Merrill Lynch Financial Advisor Patrick D Bowen 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx4 bri************@b***.com
Tolleson Wealth Management 5500 Preston Rd, Dallas, TX 75205
21425xxxx0 aad******@t*************.com
Kevin Clift - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx3 wms**********@r**.com 11070 12377
Westwood Wealth Management 200 Crescent Ct #1200, Dallas, TX 75201
21475xxxx0 inf*@w************.com 5 17 111 10 132
Labor Wealth 1408 N Washington Ave #232, Dallas, TX 75204
46961xxxx0 inf*@l**********.com
Mark Johnston - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx7 bet*********@r**.com
Caviness Wealth Management, LLC 15660 Dallas Pkwy #1425, Dallas, TX 75248
97249xxxx3 con****@p*************.org 103 8 107
Bernstein Private Wealth Management 2000 McKinney Ave suite 2100, Dallas, TX 75201
21486xxxx0 aak********@b********.com
Merrill Lynch Financial Advisor Tommy McBride 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx4 bro*********@m*.com
Fiser Wealth Management - Ameriprise Financial Services, LLC 4144 N Central Expy #538, Dallas, TX 75204
21442xxxx0 dns*****@a***.com
Murphy & Sylvest LLC 13760 Noel Rd #300, Dallas, TX 75240
21437xxxx2 inf*@m************.com
Lee Financial 8350 N Central Expy #1800, Dallas, TX 75206
97296xxxx1 aan*****@l*****.com 5 1
Carsten Frederiksen - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx1 and***********@r**.com
Cypress Point Wealth Management 3838 Oak Lawn Ave # 1150, Dallas, TX 75219
21473xxxx7 bxx******@c*****************.com 5 2
Michelle Calabro - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx2 mic*************@r**.com
EP Wealth Advisors 3500 Maple Ave #1160, Dallas, TX 75219
46921xxxx5 ab@e*******.com 5 1 1126 33
Fortune Wealth Management, LLC 12222 Merit Dr #1050, Dallas, TX 75251
97271xxxx2 ale******@f**********************.com 5 1
Churchill Management Group - Dallas 8117 Preston Rd Suite 300, Dallas, TX 75225
46931xxxx2 ach*@c******************.com 221
Andrew Ielmini - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx8 car****************@r**.com
Dallas, TX Private Wealth Management - UBS Financial Services Inc. 100 Crescent Ct #400, Dallas, TX 75201
88829xxxx2 abc*******@u**.com
Merrill Lynch Financial Advisor Charles L. DiCarlo 5910 N US 75-Central Expy 1000, Ste 2000, Dallas, TX 75206
21475xxxx5 ari*********@m*.com
Mcpherson & Mayberry Personal Wealth Management 8360 Lyndon B Johnson Fwy, Dallas, TX 75243
97235xxxx0 ker**@m****************.com
Bessemer Trust Private Wealth Management Dallas TX 300 Crescent Ct Suite 800, Dallas, TX 75201
21498xxxx0 d*k*@b*******.com 4 1
Graham Glosser - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx5 rbc*********@r**.com
Gibson Wealth Management 5005 Lyndon B Johnson Fwy, Dallas, TX 75244
21454xxxx1 bra****@g*********************.com 180
Delos Capital Advisors 5950 Sherry Ln Suite 225, Dallas, TX 75225
97281xxxx0 and***@d******.com
Bronwyn Cordiak - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21442xxxx4 rbc*********@r**.com 14777 16000
Beacon Pointe Advisors 7019 Hillcrest Ave 2nd Floor, Dallas, TX 75205
21447xxxx0 a.c***@b***********.com
Mercer Advisors Wealth Management 8117 Preston Rd, Dallas, TX 75225
21469xxxx0 aar********@m*************.com 2830 28 2900
PSE Wealth Management 5429 Lyndon B Johnson Fwy # 750, Dallas, TX 75240
97258xxxx2 inf*@p********.com 5 1
Turtle Creek Wealth Advisors, LLC 2828 N Harwood St Suite 1250, Dallas, TX 75201
21421xxxx0
ARMOR Wealth Management 15851 Dallas Pkwy #100, Addison, TX 75001 46973xxxx0 5 3
Ricky Fairchild - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx5 rbc*********@r**.com 14640 16000
Vantage Wealth Management
21439xxxx0 inf*@v********.com 5 1
Cypress Point Wealth Management 3838 Oak Lawn Ave, Dallas, Tx 75219
21473xxxx7
Worth Asset Management 16660 Dallas Pkwy # 1000, Dallas, TX 75248
46925xxxx4 bro*******@s*****.com
Merrill Lynch Wealth Management 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx4 ale*********@m*.com 3 6
Merrill Lynch Financial Advisor Thomas E Merkel 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx9 bri************@b***.com
Tom Eades - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx1 wms**********@r**.com 11068 12375
Vaughn Asset Advisory, LLC 1910 Pacific Ave Suite 18650, Dallas, TX 75201 88869xxxx5
TEAM Private Wealth Management
21450xxxx6 you*****@t******.com
Dallas, TX Branch Office - UBS Financial Services Inc. 100 Crescent Ct Suite 600, Dallas, TX 75201
21422xxxx0 alb************@u**.com 5 1
Dallas Financial Advisors 7616 Lyndon B Johnson Fwy #724, Dallas, TX 75251
21424xxxx2 bca***@i************.com
True North Advisors 3131 Turtle Creek Blvd #1300, Dallas, TX 75219
21436xxxx0 adv*****@t****************.com 3.7 3 129 8 139
Caldwell Wealth Management, LLC.
46929xxxx2 cal***************@o******.com 5 44
Adams Wealth Management 17950 Preston Rd Suite 350, Dallas, TX 75252
21444xxxx7 cli********@a***********.net 5 1 48 3 55
Austerra Wealth Management LLC 5910 N Central Expy Ste 1810, Dallas, TX 75206
21481xxxx0 inf*@a*******.com
RoseRock Wealth Management 5950 Sherry Ln Suite 201, Dallas, TX 75225
21422xxxx9 inf*@r*************.com
Optima Asset Management Inc 8144 Walnut Hill Ln #1180, Dallas, TX 75231
97272xxxx0 inf*@o*************.com
Casey Wealth Management Group 8115 Preston Rd #300, Dallas, TX 75230
21473xxxx5 abc*******@w*****************.com 188275 189000
Regal Wealth Management 18110 Midway Rd APT 182, Dallas, TX 75287 97273xxxx6
Cindy G. Lewis - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx9 cin**********@r**.com
The Monk Wealth Management Group - Morgan Stanley 5001 Spring Valley Rd Ste 900W, Dallas, TX 75244
97277xxxx7 acc**********@m************.com
Rockefeller Capital Management 300 Crescent Ct Suite 1450, Dallas, TX 75201
97276xxxx0 abc****@r*****.com
Merrill Lynch Financial Advisor Blake V Cecil 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx6 and*************@m*.com
Merrill Lynch Financial Advisor David W Nethery 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx8 bri************@b***.com 5 1
Wells Fargo Advisors 100 Crescent Ct Suite 1400, Dallas, TX 75201
46971xxxx0 &.m****@w*****************.com 2 1 188263 189000
APG Wealth Management - Raymond James 3838 Oak Lawn Ave Ste 920, Dallas, TX 75219
21478xxxx8 aar************@r***********.com 17479 18000
Merrill Lynch Private Wealth Advisor Dwight H Emanuelson 300 Crescent Ct Ste 1300, Dallas, TX 75201
21430xxxx2 ban********************@m*.com
Midland Wealth Management 4849 Greenville Ave, Dallas, TX 75206 21436xxxx5
Northwestern Mutual - DFW 5420 Lyndon B Johnson Fwy, Dallas, TX 75240
97266xxxx8 a.-***********@n*****************.com 3 10 107340 16237 108000
Mercer Advisors Wealth Management 8117 Preston Rd #700, Dallas, TX 75225
21469xxxx0 aad***@m*************.com 2837 28 2900
The Clements Wealth Management Group at Morgan Stanley - Morgan Stanley 5001 Spring Valley Rd Ste 900W, Dallas, TX 75244
97245xxxx1 acc**********@m************.com
Caldwell Wealth Management Dallas Pkwy, Dallas, TX undefined
46977xxxx4 kca******@c*************.com
Merrill Lynch Financial Advisor Jose L Reygadas 2100 Ross Ave Ste 1000, Dallas, TX 75201
21496xxxx5 ari*********@m*.com
SFMG Wealth Advisors 7800 Dallas Pkwy #350, Plano, TX 75024
97296xxxx0 a@s***.com 5 1 83 114
Dan Sullivan - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx4 wms**********@r**.com 12495 12376
Ernie Koestner - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx7 5 1
Baird Private Wealth Management 8333 Douglas Ave Ste 1000, Dallas, TX 75225
80044xxxx7 ava*****@r******.com 8165 958 8700
UBS Private Wealth Management 100 Crescent Ct #400, Dallas, TX 75201
21422xxxx0 aar*******@u**.com 3.7 3 230155 243000
Frontier Investment Management 8401 N Central Expy #250, Dallas, TX 75225
97293xxxx0 a.k*****@f*************.com 1 2
RGT Wealth Advisors 5950 Sherry Ln # 600, Dallas, TX 75225
21436xxxx0 abl********@r**********.com 5 1
LoneStar Wealth Management 2911 Turtle Creek Blvd Suite 300, Dallas, TX 75205
86678xxxx0 doe@4********.com 316 14 333
Muoz Wealth Management of Raymond James 200 Crescent Ct Suite 550, Dallas, TX 75201
21472xxxx1 aar************@r***********.com 255 2 261
Merrill Lynch Financial Advisor Ramona Z Locke 5910 N Central Expy Suite 2000, Dallas, TX 75206
21496xxxx7 ale*******@m*.com 5 1
Leap Wealth Management 8604 Greenville Ave, Dallas, TX 75243
21442xxxx1 inf*@l*********.com 4.2 11 613 605
Merrill Lynch Financial Advisor Daniel W McVeigh 5910 N US 75-Central Expy 1000, Ste 2000, Dallas, TX 75206 21475xxxx1
ALM First Financial Advisors 3800 Maple Ave Suite 600, Dallas, TX 75219
80075xxxx8 aah***@a*******.com 5 1
Gs Wealth Management 15443 Knoll Trail Dr #110, Dallas, TX 75248
21427xxxx8 asa*******@g***********.com 4.5 2
Merrill Lynch Financial Advisor Richard A Mills 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx4 ban********************@m*.com
Smith Anglin Financial 14755 Preston Rd Suite 700, Dallas, TX 75254
97226xxxx4 abr*****@s**********.com 5 1 120 2 168
Wealth Enhancement Group 5646 Milton St # 604, Dallas, TX 75206
80090xxxx7 aba****@w****************.com
Dédé Wealth Management 7150 E Grand Ave #707, Dallas, TX 75223
46973xxxx7 har**********@d*********.com 5 6 182
Merrill Lynch Wealth Management 13355 Noel Rd #700, Dallas, TX 75240
97298xxxx0 ale*********@m*.com 1.5 2
Fuentes Wealth Advisors 7001 Preston Rd #300, Dallas, TX 75205
21444xxxx7 emi***********@m*********.com
THM Wealth Management 16475 Dallas Pkwy #840, Addison, TX 75001
97226xxxx6 bre**@t******************.com 5 1 9
Woodall Wealth Management 83283xxxx0 5 5
Wallace Capital Management 100 Crescent Ct, Dallas, TX 75201 21430xxxx0 5 1
Merrill Lynch Financial Advisor Alexander Anderson 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx2 ale*********@m*.com
Charles Schwab 5100 Belt Line Rd Ste 852, Dallas, TX 75254
97278xxxx0 joh*******@s*****.com 4.3 12
DJH Capital Management 325 North St. Paul Street Suite 3100, Dallas, TX 75201
21423xxxx2 fee*****@d************.com 5 11 1001 1248
Charles Jones - Private Wealth Advisor, Ameriprise Financial Services, LLC 1601 Elm St Ste 4350, Dallas, TX 75201
21427xxxx9 bri***************@a***.com 1104 3 1100
Merrill Lynch Financial Advisor T Devin Frye 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx9 ale*******@m*.com
Lindus Advisors Inc 12900 Preston Rd suite 602, Dallas, TX 75240
chl***********@l*************.com 5 1
Tolleson Wealth Management 5500 Preston Rd Ste 250, Dallas, TX 75205
21425xxxx0 aad******@t*************.com
Candor Wealth Management - Markus Byrd CFS 5220 Spring Valley Rd Suite 505, Dallas, TX 75254 21442xxxx7 5 1
CD Wealth Management 16400 Dallas Pkwy #310, Dallas, TX 75248
97249xxxx0 ali***@c*******.com 5 1
Peter Myers - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21498xxxx5 pet********@r**.com
HFS Wealth Management 8350 Meadow Rd # 181, Dallas, TX 75231
21434xxxx5 abe********@h*****.com 5 1 46
Strata Wealth Advisors, LLC 8750 N Central Expy Suite 1875, Dallas, TX 75231
21442xxxx0 ada************@s***********.com 5 1
Frank Judge - Private Wealth Advisor, Ameriprise Financial Services, LLC 8333 Douglas Ave Ste 475, Dallas, TX 75225
21453xxxx3 fra************@a***.com 5 1
United Capital Financial Advisors 125 E John W Carpenter Fwy Suite 1200, Irving, TX 75062
97240xxxx5 car****@u******************.com 4.2 5
Synergy Wealth Advisors LLC 10670 N Central Expy Ste 505, Dallas, TX 75231
21438xxxx3
Greenman Wealth Management - UBS Financial Services Inc. 100 Crescent Ct, Dallas, TX 75201
21498xxxx9 abc*******@u**.com
Bison Wealth Management LLC 3838 Oak Lawn Ave Ste 1000, Dallas, TX 75219
91961xxxx7 dsw*****@w******************.com
Perryman Financial Advisory, Inc. 12221 Merit Dr #1660, Dallas, TX 75251
97277xxxx0 aba****@b***********.com 181 25 185
Merrill Lynch Financial Advisor Kinne Kell 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx4 ban********************@m*.com
Wayfinder Wealth 6301 Gaston Ave, Dallas, TX 75214
97297xxxx8 ser****@w***************.com 5 1
Merrill Lynch Financial Advisor H Keith Wallace 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx6 bri************@b***.com
William Mcbee - RBC Wealth Management Financial Advisor 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx2 wms**********@r**.com 14777 16000
Duke Wealth Management 3838 Oak Lawn Ave, Dallas, TX 75219
21472xxxx5 bry**@d*******************.com
Merrill Lynch Financial Advisor Blake V Cecil 5910 N US 75-Central Expy 1000, Ste 2000, Dallas, TX 75206
21475xxxx6 ale*********@m*.com
Heritage Financial Planning 10440 N Central Expy Suite 1540, Dallas, TX 75231
21444xxxx0 inf*@h************************.com 5 11
LaunchPoint Wealth Advisors - Ameriprise Financial Services, LLC 5960 Berkshire Ln Ste 1200, Dallas, TX 75225
97243xxxx1 che***********@a***.com 191 14 214
Guardian Private Wealth Management 6510 Abrams Rd, Dallas, TX 75231
21489xxxx9 dns*****@a***.com