| Edward Jones - Financial Advisor: Scott M Boris |
305 W Spring Creek Pkwy Suite D102, Plano, TX 75023 |
|
46946xxxx5 |
a.j*********@e**********.com |
5 |
1 |
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87487 |
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100000 |
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| Benold Financial Planning |
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81723xxxx3 |
inf*@b*******.com |
5 |
28 |
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203 |
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| Edward Jones - Financial Advisor: Christine A Norton, AAMS™ |
2222 W Spring Creek Pkwy Suite 209, Plano, TX 75023 |
|
97251xxxx4 |
a.j*********@e**********.com |
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215 |
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222 |
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| Viet Phan, CFP - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx3 |
abc*******@u**.com |
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| Planning by Design Financial |
101 E Park Blvd #202, Plano, TX 75074 |
|
87731xxxx8 |
dav**@d**************.info |
4.2 |
5 |
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| Team AGT - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx5 |
abc***@u**.com |
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| Fidelity Investments |
5905 Legacy Dr Suite A100, Plano, TX 75024 |
|
80054xxxx5 |
a61****@f*******.com |
3.1 |
39 |
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329126 |
|
353000 |
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| Republic Investment Group |
101 E Park Blvd #101, Plano, TX 75074 |
|
21471xxxx5 |
acq*********@r*************.com |
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| Canyon Creek Capital |
101 E Park Blvd Suite 1100, Plano, TX 75074 |
|
97242xxxx4 |
bal***@c***********.com |
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582554 |
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46 |
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| Herschel H Johnson - Financial Advisor, Ameriprise Financial Services, LLC |
3333 Premier Dr #100, Plano, TX 75023 |
|
97254xxxx0 |
dns*****@a***.com |
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| Edward Jones - Financial Advisor: Neal B Norton, CRPC™|CKA® |
1700 Alma Dr Suite 245, Plano, TX 75075 |
|
97242xxxx6 |
a.j*********@e**********.com |
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69 |
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| Insight Wealth Partners, LLC |
3333 Premier Dr Ste 800, Plano, TX 75023 |
|
97254xxxx0 |
ama***********@i********.com |
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| Vann Equity Management |
4975 Preston Park Blvd #490, Plano, TX 75093 |
|
21498xxxx6 |
inf*@v*******************.com |
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| RBC Wealth Management |
4965 Preston Park Blvd, Plano, TX 75093 |
|
97261xxxx3 |
cli**********@r**.com |
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14784 |
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16000 |
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| Verus Wealth Advisors - Ameriprise Financial Services, LLC |
2435 N Central Expy Ste 870, Richardson, TX 75080 |
|
97239xxxx9 |
amy*********@a***.com |
5 |
1 |
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37 |
4 |
39 |
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| Astra Wealth Management |
5700 Granite Pkwy # 330, Plano, TX 75024 |
|
97232xxxx0 |
and******@a*******.com |
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| Elevate Wealth Management |
5850 Granite Pkwy, Plano, TX 75024 |
|
46944xxxx8 |
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| On The Mark Money |
5465 Legacy Dr Suite 650, Plano, TX 75024 |
|
21453xxxx8 |
mar**********@o*************.com |
4.9 |
45 |
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| The Noble Group / Raymond James |
7500 Dallas Pkwy Suite 485, Plano, TX 75024 |
|
46963xxxx0 |
a@t************.com |
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106 |
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| Cole E Williams - Associate Financial Advisor, Ameriprise Financial Services, LLC |
3610 Shire Blvd Ste 212, Richardson, TX 75082 |
|
97263xxxx3 |
amy******@a***.com |
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26 |
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| Eric Matthews - Morgan Stanley Financial Advisor |
7500 Dallas Pkwy # 500, Plano, TX 75024 |
|
97294xxxx3 |
acc**********@m************.com |
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| Embark Financial Advisors - Ameriprise Financial Services, LLC |
7160 Dallas Pkwy Ste 125, Plano, TX 75024 |
|
21444xxxx8 |
dns*****@a***.com |
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| JTL Wealth Partners |
5700 Tennyson Pkwy #300, Plano, TX 75024 |
|
85594xxxx0 |
inf*@j****.com |
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| Asset Management Corporation |
1400 Preston Rd STE 400, Plano, TX 75093 |
|
97260xxxx4 |
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| Katapult Wealth Partners LLC |
5465 Legacy Dr Suite 650, Plano, TX 75024 |
|
46954xxxx0 |
dav**@k*************.com |
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| Macro Wealth Advisors |
5830 Granite Pkwy #100-326, Plano, TX 75024 |
|
21438xxxx0 |
hsc*****@m*******************.com |
5 |
1 |
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23 |
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| Blue Fountain Wealth Management |
7700 Windrose Ave., Plano, TX 75024 |
|
97234xxxx9 |
|
5 |
1 |
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| Alex Tong CPA & Associates |
101 E Park Blvd #1100, Plano, TX 75074 |
|
97242xxxx0 |
ale*@c*********.com |
4.5 |
60 |
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| Tristen Di Sibio - Morgan Stanley |
7500 Dallas Pkwy # 500, Plano, TX 75024 |
|
97294xxxx9 |
int**********@m************.com |
5 |
1 |
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| Silver Sail Wealth Advisors, LPL Financial Advisor |
6000 Columbus Ave Suite 2303, Plano, TX 75024 |
|
97260xxxx4 |
bri****@s***********************.com |
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130 |
107 |
131 |
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| Talis Advisory Services LLC |
6205 Chapel Hill Blvd # 400, Plano, TX 75093 |
|
97237xxxx5 |
gsc*****@t************.com |
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| Abiding Wealth Partners |
1101 Central Expy S Ste 175, Allen, TX 75013 |
|
97252xxxx1 |
bry**@a************.com |
5 |
10 |
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4.7 |
11 |
751 |
88 |
776 |
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| CMG Wealth Management |
2500 Dallas Pkwy Suite 400, Plano, TX 75093 |
|
46972xxxx4 |
dbr***@c****.com |
5 |
1 |
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| Foundation Wealth Partners |
1373 N Greenville Ave, Allen, TX 75002 |
|
97233xxxx3 |
ali***@f***********************.com |
5 |
5 |
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| Credent Wealth Management - Plano Fee-Only Financial Planner |
7500 Dallas Pkwy Suite 475, Plano, TX 75024 |
|
21469xxxx3 |
all**@c************.com |
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389 |
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| Chapwood Capital Investments LLC |
4965 Preston Park Blvd #100, Plano, TX 75093 |
|
97286xxxx5 |
bob@c******************.com |
5 |
11 |
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| Strategic Wealth Partners |
5345 Towne Square Dr #275, Plano, TX 75024 |
|
97236xxxx1 |
joh*@s**********.com |
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77 |
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| Kathryn Smith |
1700 Alma Dr #100, Plano, TX 75075 |
|
97242xxxx3 |
kat************@n*.com |
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| Stephen David Liddell - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx0 |
abc*******@u**.com |
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| Spectral Power Group LLC |
801 E Plano Pkwy #230, Plano, TX 75074 |
|
77543xxxx1 |
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| Camp Wealth Management |
700 Central Expy S #400, Allen, TX 75013 |
|
21428xxxx8 |
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| Retirement Lifestyle Consultants, Wealth Management |
6860 Dallas Pkwy #190, Plano, TX 75024 |
|
46942xxxx0 |
|
5 |
1 |
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| National Wealth Management Group |
101 E Park Blvd Ste 600, Plano, TX |
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| United Capital Financial Advisors |
5810 Tennyson Pkwy #200, Plano, TX 75024 |
|
97244xxxx4 |
car****@u******************.com |
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| Jay Liberman - RBC Wealth Management Financial Advisor |
1 Cowboys Way, Suite 450, Frisco, TX 75034 |
|
97261xxxx3 |
jay*********@r**.com |
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| Hill Financial Group |
660 Central Expy #102, Plano, TX 75074 |
|
97250xxxx5 |
mhi**@h*********.com |
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221 |
7 |
257 |
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| Sequoia Private Wealth Management |
5445 Legacy Dr Ste 140, Plano, TX 75024 |
|
46953xxxx0 |
bhu****@m**************.com |
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5 |
7 |
48 |
2 |
47 |
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| Pathways Retirement Advisors |
3900 American Dr STE 204, Plano, TX 75075 |
|
85571xxxx0 |
inf*@p*********.com |
5 |
2 |
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| Shawn Nicholas - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx2 |
alb************@u**.com |
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| Avior Wealth Management |
1316 Village Creek Dr Ste 700, Plano, TX 75093 |
|
97273xxxx9 |
aav******@a****.com |
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| Clint Wammack - Private Wealth Advisor, Ameriprise Financial Services, LLC |
700 Central Expy S #380, Allen, TX 75013 |
|
97295xxxx5 |
can***********@a***.com |
4 |
1 |
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| UBS Financial Services Inc. |
7250 Dallas Pkwy 12th floor, Plano, TX 75024 |
|
46944xxxx1 |
alb************@u**.com |
4.5 |
6 |
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| Twin Oaks Wealth Partners |
2500 Dallas Pkwy #560, Plano, TX 75093 |
|
97240xxxx5 |
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| Global Wealth Advisors |
4400 State Hwy 121 #200, Lewisville, TX 75056 |
|
97293xxxx8 |
abu@g*********.net |
5 |
5 |
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| DHL Wealth Management |
2435 N Central Expy Suite 1209, Richardson, TX 75080 |
|
80040xxxx2 |
c18*****************************@s*****.wixpress |
5 |
9 |
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| ACT Wealth Management, LLC |
900 W Bethany Dr STE 150, Allen, TX 75013 |
|
21461xxxx2 |
gxx@a******************.com |
5 |
7 |
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| Morgan Stanley |
7500 Dallas Pkwy Ste 500, Plano, TX 75024 |
|
97294xxxx0 |
int**********@m************.com |
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| Libertas Financial Partners LLC - Plano |
101 E Park Blvd Suite 111, Plano, TX 75074 |
|
21442xxxx1 |
joh******@l*********.com |
5 |
1 |
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| Mark Bianchin - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx5 |
abc*******@u**.com |
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| Bell & Valente LLC |
2500 Dallas Pkwy #560, Plano, TX 75093 |
|
97240xxxx5 |
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| Jason K Palmer - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3610 Shire Blvd Ste 212, Richardson, TX 75082 |
|
97263xxxx7 |
amy******@a***.com |
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| Financial Investment and Retirement Managers - Ameriprise Financial Services, LLC |
5172 Village Creek Dr Ste 104, Plano, TX 75093 |
|
97244xxxx6 |
ale*******************@a***.com |
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| Edward Jones - Financial Advisor: Jesse Abercrombie, CEPA®|AAMS™ |
5850 Granite Pkwy #215, Plano, TX 75024 |
|
97223xxxx2 |
a.j*********@e**********.com |
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87489 |
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100000 |
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| Benchmark Income Group |
4324 Mapleshade Ln Suite 203, Plano, TX 75093 |
|
21425xxxx8 |
zac*@b**************.com |
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| Willow Bend Wealth Management |
5560 Tennyson Pkwy Suite 130, Plano, TX 75024 |
|
46991xxxx3 |
chr***@w***********.com |
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| Creative Planning |
15303 Dallas Pkwy Suite 460, Addison, TX 75001 |
|
97296xxxx0 |
a.j******@c***************.com |
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6346 |
125 |
7200 |
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| The Kravitz Group - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx7 |
abc***@u**.com |
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| Constant Wealth Management |
700 Central Expy S #400, Allen, TX 75013 |
|
21450xxxx2 |
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| Azimont Group - Ameriprise Financial Services, LLC |
6860 Dallas Pkwy # 550, Plano, TX 75024 |
|
46936xxxx0 |
dns*****@a***.com |
3.4 |
5 |
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| Peak American Investment Advisors - Plano |
2800 Dallas Pkwy Suite 360, Plano, TX 75093 |
|
97238xxxx9 |
cba*****@p********************.com |
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83 |
7 |
116 |
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| Creme Wealth Team - Frisco Financial Planner |
2601 Network Blvd #101, Frisco, TX 75034 |
|
97298xxxx4 |
and*********@r***********.com |
5 |
4 |
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198 |
|
214 |
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| Edward Jones - Financial Advisor: Paul Fahrenwald, CFP® |
2805 Dallas Pkwy Ste 325, Plano, TX 75093 |
|
46981xxxx1 |
a.j*********@e**********.com |
4.3 |
6 |
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87485 |
|
100000 |
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| Nicolas Fletcher - Financial Advisor, Ameriprise Financial Services, LLC |
6860 N Dallas Pkwy, Ste 500, Plano, TX 75024 |
|
97224xxxx0 |
dns*****@a***.com |
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| Wisdom Dove Wealth Management - Morgan Stanley Fiancial Advisors |
7500 Dallas Pkwy # 500, Plano, TX 75024 |
|
97294xxxx1 |
acm***********@m************.com |
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| NorStar Financial of Plano, LLC |
5700 Tennyson Pkwy #300, Plano, TX 75024 |
|
46957xxxx8 |
con****@n*********.com |
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4 |
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| Glew Wealth Management - UBS Financial Services Inc. |
7250 Dallas Pkwy Ste 1200, Plano, TX |
|
46944xxxx5 |
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5 |
11 |
168 |
|
291 |
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| Strategic Wealth Advisor Team, Ameriprise Financial Services, Inc. |
1308 Village Creek Dr Ste 2000, Plano, TX 75093 |
|
46986xxxx0 |
amy*****@a***.com |
4 |
1 |
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| Jaime E Heimsath - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3600 Shire Blvd Ste 200, Richardson, TX 75082 |
|
97226xxxx1 |
bec***********@a***.com |
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| Monda Hanna - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx4 |
alb************@u**.com |
5 |
1 |
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| Generational Group |
3400 N Central Expy #100, Richardson, TX 75080 |
|
97223xxxx0 |
aba**@g***********.com |
4.8 |
311 |
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352 |
|
429 |
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| Leading Edge Advisors - Ameriprise Financial Services, LLC |
4504 Legacy Dr Ste 200, Plano, TX 75024 |
|
46978xxxx8 |
atu***********@a***.com |
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| Charles Schwab |
3310 Dallas Pkwy Ste 111, Plano, TX 75093 |
|
97258xxxx0 |
|
2.8 |
15 |
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| Rbc Wealth Management: Leisey Gregory |
4965 Preston Park Blvd # 300, Plano, TX 75093 |
|
97261xxxx3 |
gre********@r**.com |
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14788 |
|
16000 |
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| Your Richest Life |
500 N Central Expy suite 500, Plano, TX 75074 |
|
46970xxxx5 |
cc7*************************************@w*****************.com |
5 |
4 |
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426 |
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| Glew Wealth Management - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx5 |
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| AssetBuilder |
1255 W 15th St #1000, Plano, TX 75075 |
|
97253xxxx0 |
ada**@a***********.com |
5 |
2 |
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| Justin King - Financial Advisor, Ameriprise Financial Services, LLC |
6860 Dallas Pkwy Ste 500, Plano, TX 75024 |
|
97224xxxx0 |
ann*********@a***.com |
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72 |
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| Strategic Financial Planning |
6513 Preston Rd STE 100, Plano, TX 75024 |
|
97240xxxx4 |
ada**@s**********.com |
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152 |
3 |
156 |
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| American Financial Services |
5805 Coit Rd, Plano, TX 75093 |
|
97296xxxx0 |
|
4.5 |
2 |
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| Pearl Financial Planning LLC |
7800 Preston Rd #149, Plano, TX 75024 |
|
97269xxxx3 |
inf*@p******.com |
5 |
1 |
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|
| Avior Wealth Management, LLC |
1316 Village Creek Dr #700, Plano, TX 75093 |
|
97273xxxx9 |
aav******@a****.com |
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| Strategic Wealth Advisor Team - Ameriprise Financial Services, LLC |
5851 Legacy Cir suite 600, Plano, TX 75024 |
|
46986xxxx0 |
amy*****@a***.com |
|
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|
290 |
|
308 |
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| Weilbacher Wealth Management |
5048 Tennyson Pkwy, Plano, TX 75024 |
|
19722xxxxx1 |
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| Watchman Group |
5045 Lorimar Dr, Plano, TX 75093 |
|
46924xxxx2 |
and***@w************.com |
4.3 |
3 |
|
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|
| Highbridge Wealth Management Group - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx1 |
abc***@u**.com |
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|
| DeRamus Wealth Management LLC |
1400 Preston Rd Ste 40, Plano, TX 75093 |
|
97223xxxx0 |
jsm***@d************.com |
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| Edward Jones - Financial Advisor: Richard G Moulton |
660 N Central Expy Suite 430, Plano, TX 75074 |
|
97288xxxx2 |
a.j*********@e**********.com |
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| Wealthstar Advisors |
305 Spring Creek Pkwy, Plano, TX 75023 |
|
97237xxxx5 |
bb@w*****************.com |
3 |
2 |
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50 |
16 |
55 |
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| North Texas Wealth Management |
790 S Watters Rd #100, Allen, TX 75013 |
|
97284xxxx4 |
cat**@c*********.com |
5 |
27 |
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|
| Jennifer Ibarguen - Private Wealth Advisor, Ameriprise Financial Services, LLC |
6860 Dallas Pkwy Ste 500, Plano, TX 75024 |
|
97224xxxx7 |
dns*****@a***.com |
2 |
1 |
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|
| Tuggle & Russell, LLC |
101 W Renner Rd Ste 445, Richardson, TX 75082 |
|
97278xxxx3 |
wct@t************.com |
5 |
2 |
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19 |
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| Harry Sidhu - Financial Advisor, Ameriprise Financial Services, LLC |
6860 Dallas Pkwy # 550, Plano, TX 75024 |
|
46936xxxx0 |
dns*****@a***.com |
3 |
2 |
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|
| Insight Wealth Partners, LLC |
3333 Premier Dr, Plano, TX 75023 |
|
97254xxxx0 |
adm**@i********.com |
5 |
1 |
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|
| McKinney Wealth Management |
2600 Eldorado Pkwy STE 210, McKinney, TX 75070 |
|
97252xxxx8 |
aub***@m****.com |
5 |
13 |
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| HilltopSecurities |
5601 Granite Pkwy #305, Plano, TX 75024 |
|
97262xxxx0 |
aar**************@h****************.com |
3 |
2 |
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|
| Beacon Pointe Advisors |
5810 Tennyson Pkwy #525, Plano, TX 75024 |
|
84436xxxx5 |
aba*****@b***********.com |
5 |
1 |
|
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|
225 |
36 |
|
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|
| Sarah Elizabeth Wilson - Associate Financial Advisor, Ameriprise Financial Services, LLC |
6860 Dallas Pkwy # 550, Plano, TX 75024 |
|
46936xxxx1 |
dns*****@a***.com |
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|
| Northwestern Mutual - Kelly Earls |
1255 W 15th St, Plano, TX 75075 |
|
97242xxxx3 |
kel********@n*.com |
|
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| TFR Wealth Management |
5801 Tennyson Pkwy Suite 150, Plano, TX 75024 |
|
97277xxxx3 |
bja***@t******.com |
|
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|
| Etheridge, Peggy CFP , Willow Bend Wealth Management |
5560 Tennyson Pkwy Suite 130, Plano, TX 75024 |
|
46991xxxx2 |
chr***@w***********.com |
|
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|
| James Lehman - Private Wealth Advisor, Ameriprise Financial Services, LLC |
700 Central Expy S #380, Allen, TX 75013 |
|
97295xxxx5 |
can***********@a***.com |
|
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|
| Kimberly Bourland - Financial Advisor, Ameriprise Financial Services, LLC |
7160 Dallas Pkwy Ste 125, Plano, TX 75024 |
|
21444xxxx8 |
dns*****@a***.com |
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| David Medick - Private Wealth Advisor, Ameriprise Financial Services, LLC |
4504 Legacy Dr Ste 200, Plano, TX 75024 |
|
46978xxxx8 |
atu***********@a***.com |
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| American Wealth Strategist, LLC |
5851 Legacy Cir 6th Floor, Plano, TX 75024 |
|
28193xxxx0 |
mik********@a**************.com |
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69 |
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| Harmony Financial Advisory Group - Ameriprise Financial Services, LLC |
3600 Shire Blvd Ste 200, Richardson, TX 75082 |
|
97226xxxx0 |
bec***********@a***.com |
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331 |
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322 |
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| Chris M. Garcia - Private Wealth Advisor, Ameriprise Financial Services, LLC |
6860 Dallas Pkwy # 550, Plano, TX 75024 |
|
46936xxxx1 |
dns*****@a***.com |
5 |
1 |
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| Pilots Wealth Management Group |
1700 Alma Dr Ste 200, Plano, TX 75075 |
|
97259xxxx4 |
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33 |
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| Cure Financial |
1255 W 15th St #250, Plano, TX 75075 |
|
97237xxxx3 |
ali***@c************.com |
4.7 |
3 |
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| Tom Palmersheim - Financial Advisor, Ameriprise Financial Services, LLC |
6860 Dallas Pkwy Ste 500, Plano, TX 75024 |
|
81785xxxx6 |
dns*****@a***.com |
5 |
4 |
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| Exencial Wealth Advisors |
3930 Dallas Pkwy #450, Plano, TX 75093 |
|
97298xxxx2 |
abe****@e*************.com |
5 |
1 |
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| Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC |
3610 Shire Blvd, Ste 212, Richardson, TX 75082 |
|
97263xxxx1 |
amy******@a***.com |
5 |
4 |
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299 |
4 |
305 |
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| Baker & Carara Private Wealth Management |
945 Stockton Dr Unit 8130, Allen, TX 75013 |
|
46967xxxx7 |
aar************@r***********.com |
5 |
2 |
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17483 |
|
18000 |
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| The Legacy Circle Group - Morgan Stanley |
7500 Dallas Pkwy # 500, Plano, TX 75024 |
|
97294xxxx7 |
acc**********@m************.com |
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| Interlinc Financial Advisors, Inc. |
5068 W Plano Pkwy Suite 199, Plano, TX 75093 |
|
21477xxxx5 |
gay**@i*****************.com |
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490 |
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499 |
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| Wave Wealth Management |
7000 Parkwood Blvd suite G300, Frisco, TX 75034 |
|
|
ash***@w*****.com |
4.6 |
11 |
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| Steve Sowell - Regions Financial Advisor |
4020 Preston Rd, Plano, TX 75093 |
|
97221xxxx3 |
aar***********@r******.com |
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292498 |
3317 |
294508 |
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| Legacy Wealth Management - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx8 |
ale****@u**.com |
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| Liddell Wealth Management Group - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx0 |
abc*******@u**.com |
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| DC Hill Wealth Management |
5465 Legacy Dr Suite 650, Plano, TX 75024 |
|
97290xxxx4 |
Inf*@D*******.com |
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| Tutelas Financial Management - Ameriprise Financial Services, LLC |
6860 Dallas Pkwy Ste 500, Plano, TX 75024 |
|
97224xxxx0 |
dns*****@a***.com |
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204 |
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205 |
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| Buckingham Strategic Wealth |
5810 Tennyson Pkwy #260, Plano, TX 75024 |
|
97266xxxx5 |
adm**@b****************.com |
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555 |
6 |
651 |
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| World Financial Group Inc |
2700 W Plano Pkwy, Plano, TX 75075 |
|
21473xxxx0 |
con****************@t***********.com |
2.3 |
3 |
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81638 |
2032 |
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| Mosaic Financial Advisers |
6010 Spring Creek Pkwy, Plano, TX 75024 |
|
21461xxxx1 |
ada*@m**********************.com |
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| Sklar Wealth Management Group - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx4 |
abc***@u**.com |
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| Adams Wealth Management |
17950 Preston Rd Suite 350, Dallas, TX 75252 |
|
21444xxxx7 |
cli********@a***********.net |
5 |
1 |
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48 |
3 |
55 |
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| Guiding Wealth |
2007 N Collins Blvd Ste 503, Richardson, TX 75080 |
|
21481xxxx5 |
247*************************************@w*****************.com |
2 |
1 |
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| Mariner |
5600 Tennyson Pkwy Suite 120, Plano, TX 75024 |
|
46933xxxx0 |
aar********@m********************.com |
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| Kuhn Capital Partners |
1700 Alma Dr Suite 460, Plano, TX 75075 |
|
80067xxxx7 |
gen*********@k*****.com |
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| Tannery Company - Tax, Accounting & Wealth Management |
740 E Campbell Rd Ste 120, Richardson, TX 75081 |
|
21423xxxx0 |
ash***@t*************.com |
5 |
8 |
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5 |
21 |
957 |
228 |
936 |
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| Wealth Management Group, LLC |
700 Central Expy S #210, Allen, TX 75013 |
|
21464xxxx0 |
|
5 |
1 |
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| Blue Fountain Wealth Management |
7700 Windrose Ave, Plano, TX |
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|
| Lifeway Financial Corporation |
7160 Dallas Pkwy Suite 520, Plano, TX 75024 |
|
97237xxxx7 |
con****@l***************.com |
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| Freshfield Investments - Financial Planning & Investment Management |
1800 Preston Park Blvd #105, Plano, TX 75093 |
|
46923xxxx0 |
and*@f********************.com |
4 |
4 |
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|
| Parkway Wealth Management Group |
5550 Granite Pkwy #180, Plano, TX 75024 |
|
97250xxxx0 |
ann**@p**********.com |
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|
| Longhorn Wealth Management Group |
1701 Iowa Dr, Plano, TX 75093 |
|
97270xxxx0 |
cwy***@n******************.com |
|
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41 |
|
48 |
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|
| Morgan Stanley Financial Advisors |
7500 Dallas Pkwy # 500, Plano, TX 75024 |
|
97294xxxx0 |
acm***********@m************.com |
3 |
2 |
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| LD Lowe Wealth Advisory |
1100 E Campbell Rd #200, Richardson, TX 75081 |
|
97233xxxx3 |
|
1 |
2 |
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|
| Frazier Wealth Strategies |
5151 Headquarters Dr STE#245, Plano, TX 75024 |
|
97237xxxx6 |
|
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|
| McCuller Wealth Management - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx5 |
abc*******@u**.com |
|
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|
| Edward Jones - Financial Advisor: Jason A Gilbert |
5550 Granite Pkwy Suite 115, Plano, TX 75024 |
|
46973xxxx2 |
a.j*********@e**********.com |
5 |
1 |
|
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|
87489 |
|
100000 |
|
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|
| SFMG Wealth Advisors |
7800 Dallas Pkwy #350, Plano, TX 75024 |
|
97296xxxx0 |
a@s***.com |
5 |
1 |
|
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|
83 |
|
114 |
|
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|
| Mary Pepkin - Financial Advisor, Ameriprise Financial Services, LLC |
4504 Legacy Dr Ste 200, Plano, TX 75024 |
|
21444xxxx2 |
dns*****@a***.com |
5 |
1 |
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|
| Course Made Good Wealth Management |
2500 Dallas Pkwy, Plano, Tx 75093 |
|
46972xxxx4 |
dbr***@c****.com |
|
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|
| Northwestern Mutual |
1255 W 15th St # 830, Plano, TX 75075 |
|
97242xxxx3 |
a.-***********@n*****************.com |
|
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|
107350 |
16227 |
108000 |
|
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|
| Resource Wealth Management |
850 Central Pkwy E, Plano, TX 75074 |
|
97288xxxx9 |
|
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|
| David E Meadors - Morgan Stanley |
7500 Dallas Pkwy # 500, Plano, TX 75024 |
|
97294xxxx6 |
int**********@m************.com |
5 |
1 |
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|
| Revere Asset Management |
825 Watters Creek Blvd, Allen, TX 75013 |
|
85573xxxx2 |
ale*@r**********.com |
5 |
1 |
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|
| Edward Jones |
1700 Alma Dr Suite 245, Plano, TX 75075 |
|
97242xxxx6 |
|
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|
| MVG Wealth Management - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx7 |
abc*******@u**.com |
|
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|
| Aisiri Wealth Advisors - Ameriprise Financial Services, LLC |
6860 Dallas Pkwy Ste 500, Plano, TX 75024 |
|
97224xxxx0 |
ais*****************@a***.com |
|
|
|
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|
377 |
3 |
395 |
|
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|
| National Wealth Management Group |
101 E Park Blvd Suite 600, Plano, TX 75074 |
|
81760xxxx6 |
|
5 |
2 |
|
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|
| Expound Wealth Management |
6860 Dallas Pkwy #200, Plano, TX 75024 |
|
46940xxxx3 |
kan*@e************.com |
|
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|
145 |
2 |
143 |
|
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|
| Telos Capital Advisors |
2500 Dallas Pkwy #530, Plano, TX 75093 |
|
21447xxxx4 |
bca*****@t*******.com |
5 |
1 |
|
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|
| New Dimensions Wealth Management, LLC |
550 S Watters Rd #242, Allen, TX 75013 |
|
97297xxxx5 |
joy@n*******.com |
|
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|
| DeRamus Wealth Management |
1400 Preston Rd Ste. 400, Plano, TX 75093 |
|
97223xxxx0 |
lar**@d************.com |
|
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|
| Watters Creek Wealth Management - Ameriprise Financial Services, LLC |
700 Central Expy S #380, Allen, TX 75013 |
|
97295xxxx5 |
can***********@a***.com |
|
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|
| B2NL Wealth Management - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
|
46944xxxx6 |
bre***********@u**.com |
|
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| Schilreff Wealth Managment, LLC |
5465 Legacy Dr Suite 650, Plano, TX 75024 |
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97273xxxx5 |
sch******@g****.com |
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| Journey Wealth Management |
244 Justin Rd, Murphy, TX 75094 |
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97242xxxx9 |
dom*************@l**.com |
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2 |
| Astra Wealth Management Group |
5700 Granite Pkwy Ste 330A, Plano, TX 75024 |
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97246xxxx1 |
amy*******@a*******.com |
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| Fisher Investments |
6500 International Pkwy, Plano, TX 75093 |
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88882xxxx6 |
aa@f****************.com |
2.6 |
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161083 |
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158000 |
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| Shea Wealth Management |
2435 N Central Expy #1020, Richardson, TX 75080 |
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97268xxxx1 |
ben*****@m****************.com |
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| Waypoint Wealth Management Group - UBS Financial Services Inc. |
7250 Dallas Pkwy Suite 1200, Plano, TX 75024 |
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46944xxxx9 |
mar********@u**.com |
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| Jeff Davis - Financial Advisor, Ameriprise Financial Services, LLC |
6860 Dallas Pkwy #500, Plano, TX 75024 |
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97224xxxx0 |
dns*****@a***.com |
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| Eagle Wealth Solutions |
1255 W 15th St #250, Plano, TX 75075 |
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97237xxxx6 |
dav**@e*******************.com |
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| Plano TX, Private Wealth Management - UBS Financial Services Inc. |
7250 Dallas Pkwy 12th floor, Plano, TX 75024 |
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80032xxxx0 |
alb************@u**.com |
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| Strategic Wealth Planning |
2929 N Central Expy # 200, Richardson, TX 75080 |
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21472xxxx0 |
asa**@a**********.com |
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