Business List: Wealth Managers in Garland

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Asset Based Intermodal, Inc. 1220 N First St, Garland, TX 75040
97248xxxx1 cfl****@a*******************.com 4.1 36 4.5 5 210 39 214
Theorem Wealth Management 8140 Walnut Hill Ln Suite 303, Dallas, TX 75231
21483xxxx0 inf*@t********.com
Fluent Financial 14800 Landmark Blvd # 848, Dallas, TX 75254 97285xxxx0 5 2
Wells Fargo Advisors 4771 SATURN RD, GARLAND, TX 75041 · 7.0 mi 97261xxxx8
22 One Advisors 5420 Lyndon B Johnson Fwy # 1300, Dallas, TX 75240
97266xxxx0 and*************@n*.com 5 13 518 539
Financial Performance 1008 Stonewall St # C, Garland, TX 75043 97284xxxx1 5 3
Planning by Design Financial 101 E Park Blvd #202, Plano, TX 75074
87731xxxx8 dav**@d**************.info 4.2 5
Danny P Blevins - Financial Advisor, Ameriprise Financial Services, LLC 3600 Shire Blvd Ste 200, Richardson, TX 75082
97226xxxx3 amy*******@a***.com 5 1 19 19
Fidelity Investments 5905 Legacy Dr Suite A100, Plano, TX 75024
80054xxxx5 a61****@f*******.com 3.1 39 329102 352000
Real Property Management Metroplex 675 Town Square Blvd Ste 2, Garland, TX 75040
21439xxxx3 inf*@r***********.com 5 8 518 5 539
Tkc Wealth Management, Llc 12900 Preston Rd, Dallas, TX 75230 · 6.0 mi
21438xxxx0 com*******@t**********.com
Cathy Grimes - Associate Financial Advisor, Ameriprise Financial Services, LLC 2435 N Central Expy Ste 870, Richardson, TX 75080
97239xxxx9 cat***********@a***.com
Canyon Creek Capital 101 E Park Blvd Suite 1100, Plano, TX 75074
97242xxxx4 bal***@c***********.com 582554 46
Texas Investment & Retirement Associates 4131 N Central Expy #900, Dallas, TX 75204
81768xxxx9 mar********@l**.com 5 2 498 530
Edward Jones - Financial Advisor: Torsten W Holmes, CEPA®|AAMS™ 1420 W Exchange Pkwy Bldg A Suite 160, Allen, TX 75013
46985xxxx8 a.j*********@e**********.com 5 20 130 136
Th Wealth Management 12720 Hillcrest Rd, Dallas, Tx 75230 · 5.0 mi 97238xxxx3
Edward Jones - Financial Advisor: Antonio Caufield, AAMS™ 375 Cedar Sage Dr Ste 260, Garland, TX 75040
97253xxxx6 a.j*********@e**********.com 5 3 87489 100000
Verus Wealth Advisors - Ameriprise Financial Services, LLC 2435 N Central Expy Ste 870, Richardson, TX 75080
97239xxxx9 amy*********@a***.com 5 1 37 4 39
Astra Wealth Management 5700 Granite Pkwy # 330, Plano, TX 75024
97232xxxx0 and******@a*******.com
Cole E Williams - Associate Financial Advisor, Ameriprise Financial Services, LLC 3610 Shire Blvd Ste 212, Richardson, TX 75082
97263xxxx3 amy******@a***.com 26
Sammons Wealth Management 12720 Hillcrest Road, Ste 600, Dallas, TX 75230 · 5.0 mi
97244xxxx4 inf*@s************.com
Ascend Financial Planning And Wealth Management 9330 Lyndon B Johnson Fwy Ste 900, Dallas, Tx 75243 · 3.2 mi 97223xxxx1
Doyle & Associates - Ameriprise Financial Services, LLC 2435 N Central Expy Ste 915, Richardson, TX 75080
21438xxxx0 ale*************@a***.com 263 2 268
Brad Weddle, CFP , LPL Financial, Dave Ramsey SmartVestor Pro 3330 N Galloway Ave #309, Mesquite, TX 75150
97261xxxx5 4.4 7
Macro Wealth Advisors 5830 Granite Pkwy #100-326, Plano, TX 75024
21438xxxx0 hsc*****@m*******************.com 5 1 23
Texans Credit Union 7220 Telecom Rd, Garland, TX 75044
97234xxxx0 aar**********@m******************.com 4.7 101 4626 109 4700
Nelson Cruz & Associates 9535 Forest Ln, Dallas, TX 75243
88875xxxx0 rem********@n******.com 2.5 89
XO Wealth Management 14850 Quorum Dr #350, Dallas, TX 75254
97233xxxx0 car*@x*******.com 134
Merrill Lynch Wealth Management 2100 Ross Ave Suite 1000/1100, Dallas, TX 75201
21496xxxx8 bro*********@m*.com 1 2
Ahmeti Wealth Management 46983xxxx1
Vogel Financial Advisors, LLC 2221 Lakeside Blvd, Richardson, TX 75082
21434xxxx0 mbr*****@v********.com
MG Retirement Advisors 2435 N Central Expy #1020, Richardson, TX 75080
97290xxxx0 ben*****@m***********.com
Maven Financial Partners 3400 N Central Expy Suite 110, Richardson, TX 75080
21470xxxx1 adm**@m******.com 5 4
Peak American Financial Group 2800 Dallas Pkwy Suite 360, Plano, TX 75093
97238xxxx9 bas******@p********************.com 4.5 12 83 7 115
DHL Wealth Management 2435 N Central Expressway Ste 1209, Richardson, TX · 2.5 mi
80040xxxx2 c18*****************************@s*****.wixpress 5 9
Gmac Family Financial 4702 Rowlett Rd Suite #102, Rowlett, TX 75088
97247xxxx1 gma******@g*********.com 5 5 5 5 950 311 973
Lewin Wealth Management 12201 Merit Dr, Dallas, TX 75251 · 4.7 mi 97270xxxx8
Sloan Wealth Management 100 Crescent Ct #1130, Dallas, TX 75201
21472xxxx0 jhe***@s******.com 5 1
Kathryn Smith 1700 Alma Dr #100, Plano, TX 75075
97242xxxx3 kat************@n*.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
Gigi Lavergne, Financial Advisor, CEP, RICP 675 Town Square Blvd #200, Garland, TX 75040
97254xxxx0
Camper Rogers Capital Advisors, LLP 610 Old Campbell Rd STE 112, Richardson, TX 75080
97247xxxx8 bob*******@c***********.com
Optimum Investment Advisors 5930 Lyndon B Johnson Fwy Ste 401, Dallas, TX 75240 31237xxxx3 5 1
Perkins Wealth Management 100 Crescent Ct Suite 445, Dallas, TX 75201
21473xxxx4
Kuttin Wealth Management - Ameriprise Financial Services, LLC 2201 N Central Expressway Ste 178, Richardson, TX 75080 · 2.2 mi
81741xxxx1 ale*******************@a***.com 2153 11 2100
Camp Wealth Management 700 Central Expy S #400, Allen, TX 75013 21428xxxx8
Retirement Lifestyle Consultants, Wealth Management 6860 Dallas Pkwy #190, Plano, TX 75024 46942xxxx0 5 1
Sancus Wealth Management, LLC 10703 Preston Rd, Dallas, TX · 7.0 mi
inf*@s***********.com
Urban Asset Management 3200 Broadway Blvd #125, Garland, TX 75043
21455xxxx1 chr*********@y****.com 3 40
Regional Finance 1111 Northwest Hwy, Garland, TX 75041
97227xxxx3 b.g****@r**************.com 4.6 70
Hill Financial Group 660 Central Expy #102, Plano, TX 75074
97250xxxx5 mhi**@h*********.com 221 7 257
Victor H. Garza, CFP 801 E Campbell Rd, Richardson, TX 75081
21444xxxx3 afa@a*************.com 5 7 54 55
Steven Dawson - Raymond James 333 E Bethany Dr Suite I-120, Allen, TX 75002
46979xxxx1 aar************@r***********.com 5 69 17483 18000
Prime Capital Investment Advisors 777 International Pkwy Ste 180, Flower Mound, TX 75022
21476xxxx2 aa@p*********.com 5 3 647 28 709
Pathways Retirement Advisors 3900 American Dr STE 204, Plano, TX 75075
85571xxxx0 inf*@p*********.com 5 2
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
Flathers Wealth Management 5956 Sherry Ln 20th Floor, Dallas, TX 75225
21448xxxx6 cla*@f*************.com 5 1
Global Wealth Advisors 100 Crescent Ct 7th floor, Dallas, TX 75201
21461xxxx0 abu@g*********.net
Edward Jones - Financial Advisor: Mark Goode IV 8140 Walnut Hill Ln Ste 840, Dallas, TX 75231 · 6.1 mi
21432xxxx8 a.j*********@e**********.com 87493 100000
Clint Wammack - Private Wealth Advisor, Ameriprise Financial Services, LLC 700 Central Expy S #380, Allen, TX 75013
97295xxxx5 can***********@a***.com 4 1
Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|AAMS™ 401 W Centerville Rd Suite 4, Garland, TX 75041
97227xxxx0 acc**********@e**********.com 87487 100000
RAA 15725 Dallas Pkwy, Addison, TX 75001
80032xxxx3 ahu****@r**.com 4 4 209 282
ATK Ventures Business Brokers 801 E Campbell Rd #680, Richardson, TX 75081
83362xxxx8 gxx**********@a***********.com 5 21
Guiding Wealth 2007 N Collins Blvd Ste 503, Richardson, TX 75080 · 2.2 mi
21481xxxx5 247*************************************@w*****************.com
McGowan Group Asset Management 300 Crescent Ct Suite 1776, Dallas, TX 75201
21472xxxx0 a_t*****@t**************.com 5 5 235 3 250
PSE Wealth Management 5429 Lyndon B Johnson Fwy, Dallas, TX 75240 · 6.6 mi
97258xxxx9 inf*@p********.com
DHL Wealth Management 2435 N Central Expy Suite 1209, Richardson, TX 75080
80040xxxx2 c18*****************************@s*****.wixpress 5 9
ACT Wealth Management, LLC 900 W Bethany Dr STE 150, Allen, TX 75013
21461xxxx2 gxx@a******************.com 5 7
Libertas Financial Partners LLC - Plano 101 E Park Blvd Suite 111, Plano, TX 75074
21442xxxx1 joh******@l*********.com 5 1
Orion Wealth Management 675 Town Sq Blvd Bldg 1a Ste 200, Garland, Tx 75040 · 5.4 mi
46932xxxx2 ang**************@l**.com
Jason K Palmer - Private Wealth Advisor, Ameriprise Financial Services, LLC 3610 Shire Blvd Ste 212, Richardson, TX 75082
97263xxxx7 amy******@a***.com
Garland Capital Management 500 108th Ave NE, Bellevue, WA 98004 42564xxxx6
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
Edward Jones - Financial Advisor: Shafen K Crawford, CFP®|AAMS™ 625 Main St, Garland, TX 75040
97248xxxx7 a.j*********@e**********.com 5 4 202 4 204
WG Solutions
21453xxxx8 5 3
CFO4Life Richardson Office 2221 Lakeside Blvd Suite 1110, Richardson, TX 75082
21463xxxx0 amy*******@m*********.com
WhiteRock Wealth Management 8350 N Central Expy Suite 925, Dallas, TX 75206
21469xxxx1 con****@w**********.com
BNY Mellon Wealth Management Dallas TX 6150 Sherry Ln, Dallas, TX 75225
97236xxxx0 jen***********@b********.com 2 1
Constant Wealth Management 700 Central Expy S #400, Allen, TX 75013 21450xxxx2
Parks Income Advisors 90380xxxx4
Financial Hero 3615 Broadway Blvd B, Garland, TX 75043
97273xxxx3 bri**@f************.com 5 1
Thayer & Co. Wealth Management 8117 Preston Rd Suite 300, Dallas, TX 75225 21436xxxx5 5 1
Edward Jones 7215 Skillman St Ste 310, Dallas, TX 75231
21434xxxx0 a.j*********@e**********.com 5 1 87487 100000
Level Four Financial 12400 Coit Rd, Dallas, TX 75243
86683xxxx0 bpi****@l****************.com 5 1 250 262
Charles Schwab 18045 Garland Groh Blvd, Hagerstown, MD 21740
24032xxxx1 app*******************@s*****.com 3.9 13
Treliant Risk Advisors 2150 Lakeside Blvd #250, Richardson, TX 75082
46980xxxx0 aad*****@t*******.com 5 1
Jaime E Heimsath - Private Wealth Advisor, Ameriprise Financial Services, LLC 3600 Shire Blvd Ste 200, Richardson, TX 75082
97226xxxx1 bec***********@a***.com
RBC Wealth Management Branch - Dallas Executive 100 Crescent Ct Suite 1500, Dallas, TX 75201
21477xxxx0 wms**********@r**.com 14791 16000
Brian Langford - Financial Advisor, Ameriprise Financial Services, LLC 2435 N Central Expy Ste 870, Richardson, TX 75080
97239xxxx9 dns*****@a***.com 1 1
Generational Group 3400 N Central Expy #100, Richardson, TX 75080
97223xxxx0 aba**@g***********.com 4.8 311 352 429
7th Harvest Investments 100 N Central Expy suite 1210, Richardson, TX 75080
97223xxxx5 bal*@7******************.com 31
Probity Advisors, Inc. 10000 N Central Expy #1326, Dallas, TX 75231
21489xxxx1 abr*****@p**************.com 5 2 263 247
Tolleson Wealth Management 5500 Preston Rd, Dallas, TX 75205
21425xxxx0 aad******@t*************.com
Nestegg Wealth Advisors 5706 Rowlett Rd #200, Rowlett, TX 75089
97241xxxx4 rlu***@n************.com 3.7 3 5 12 846 335 861
AssetBuilder 1255 W 15th St #1000, Plano, TX 75075
97253xxxx0 ada**@a***********.com 5 2
Nestegg Wealth Advisors 5706 Rowlett Rd Ste 200, Rowlett, TX 75089 · 8.3 mi
97241xxxx4 rlu***@n************.com 5 12 846 335 861
Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|AAMS™ 401 West Centerville, Suite 4, Garland, TX 75041 · 6.9 mi
97227xxxx0 a.j*********@e**********.com 87487 100000
Bernstein Private Wealth Management 2000 McKinney Ave suite 2100, Dallas, TX 75201
21486xxxx0 aak********@b********.com
Romeo Financial Services 94076xxxx9
Fiser Wealth Management - Ameriprise Financial Services, LLC 4144 N Central Expy #538, Dallas, TX 75204
21442xxxx0 dns*****@a***.com
Five Star Advisor Partners, LLC 100 N Central Expy # 1205, Richardson, TX 75080
97223xxxx1 amw@f***************.com 3.7 3 108 98 106
Verus Wealth Advisors - Ameriprise Financial Services, LLC 2435 N Central Expy, Ste 870, Richardson, TX 75080 · 2.5 mi
97239xxxx9 bri*************@a***.com 37 4 39
Elevate Commercial Investment Group 10860 Switzer Ave Suite 114, Dallas, TX 75238
21492xxxx2 inf*@e*********.com 5 5
R L Brown Financial 801 E Campbell Rd #348, Richardson, TX 75081
97278xxxx3 chr*********@l**.com 4 1
Blue Chip Financial 2435 N Central Expy, Richardson, TX 75080
97266xxxx2 c.m******@b***************.net
Service Loans 3035 Broadway Blvd Ste F, Garland, TX 75040
97227xxxx0 anc*********@w**********.com 5 181
Lee Financial 8350 N Central Expy #1800, Dallas, TX 75206
97296xxxx1 aan*****@l*****.com 5 1
Modern Wealth Management 13550 W 95th St, Lenexa, KS 66215
91339xxxx0 inf*@m****.com 4.2 12 568 21 624
Wealthstar Advisors 305 Spring Creek Pkwy, Plano, TX 75023
97237xxxx5 bb@w*****************.com 3 2 50 16 55
North Texas Wealth Management 790 S Watters Rd #100, Allen, TX 75013
97284xxxx4 cat**@c*********.com 5 27
Cypress Point Wealth Management 3838 Oak Lawn Ave # 1150, Dallas, TX 75219
21473xxxx7 bxx******@c*****************.com 5 2
Tuggle & Russell, LLC 101 W Renner Rd Ste 445, Richardson, TX 75082
97278xxxx3 wct@t************.com 5 2 19
A to Z Capital Management LLC 10925 Estate Ln Suite W220, Dallas, TX 75238
21499xxxx6 ato******************@g****.com 4.3 16
Surely Now, LLC 4512 Legacy Dr STE 100, Plano, TX 75024
21451xxxx2 inf*@s********.com 5 5
Insight Wealth Partners, LLC 3333 Premier Dr, Plano, TX 75023
97254xxxx0 adm**@i********.com 5 1
Pilot Wealth Advisors, LLC 301 S Cedar Dr, Allen, TX 75002 21449xxxx3
Ascend Financial Planning and Wealth Management 9330 Lyndon B Johnson Fwy #900, Dallas, TX 75243 97223xxxx1
Fortune Wealth Management, LLC 12222 Merit Dr #1050, Dallas, TX 75251
97271xxxx2 ale******@f**********************.com 5 1
Theorem Wealth Management 8140 Walnut Hill Ln Ste 303, Dallas, TX 75231 · 6.0 mi
21483xxxx0 inf*@t********.com
Navigation Financial Group 15770 Dallas Pkwy # 650, Dallas, TX 75248
21421xxxx0 ade*************@n******************.com 50 3 53
Ahmeti Wealth Management 9696 Skillman St Ste 250, Dallas, TX 75243 · 2.9 mi 46924xxxx1 jet***@a***********.com 5 8 290
Bowie Capital Management, LLC 740 E Campbell Rd #830, Richardson, TX 75081
21471xxxx1 com*******@b***********.com 5 4
Mcpherson & Mayberry Personal Wealth Management 8360 Lyndon B Johnson Fwy, Dallas, TX 75243
97235xxxx0 ker**@m****************.com
Northwestern Mutual - Kelly Earls 1255 W 15th St, Plano, TX 75075
97242xxxx3 kel********@n*.com
HL Wealth 6401 Eldorado Pkwy STE 101, McKinney, TX 75070
21425xxxx3 con******@h********.com 234 2 289
Bessemer Trust Private Wealth Management Dallas TX 300 Crescent Ct Suite 800, Dallas, TX 75201
21498xxxx0 d*k*@b*******.com 4 1
James Lehman - Private Wealth Advisor, Ameriprise Financial Services, LLC 700 Central Expy S #380, Allen, TX 75013
97295xxxx5 can***********@a***.com
Harmony Financial Advisory Group - Ameriprise Financial Services, LLC 3600 Shire Blvd Ste 200, Richardson, TX 75082
97226xxxx0 bec***********@a***.com 331 322
WDW Financial 2600 N Central Expy Suite 575, Richardson, TX 75080
46962xxxx0 ang**@w***********.com 5 1
Cure Financial 1255 W 15th St #250, Plano, TX 75075
97237xxxx3 ali***@c************.com 4.7 3
BML Investments LLC
21453xxxx1 ebe*@e*******.com 5 6
Edward Jones - Financial Advisor: Makenna N Wagoner 4502 River Oaks Pkwy #100, Garland, TX 75044
97245xxxx4 a.j*********@e**********.com 87489 100000
Shannon Harris - Private Wealth Advisor, Ameriprise Financial Services, LLC 3610 Shire Blvd Ste 212, Richardson, TX 75082
97263xxxx1 amy******@a***.com 5 4 299 4 305
Baker & Carara Private Wealth Management 945 Stockton Dr Unit 8130, Allen, TX 75013
46967xxxx7 aar************@r***********.com 5 2 17483 18000
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 ape**@1************.com 5 3 5 24 250 42 262
Journey Wealth Management 244 Justin Rd, Murphy, TX 75094 · 6.3 mi
97242xxxx9
2
Fiduciary Wealth Management: Your Dedicated Fiduciary 130 N Preston Rd Suite 100-519, Prosper, TX 75078
84475xxxx3 inf*@y*********************.com 5 2 397
7 Saturdays Financial
all**@7******************.com 5 1 242 366
Matthews Wealth Management 6688 N Central Expy, Dallas, TX 75206 · 8.0 mi
21436xxxx4 ran***@m*************.com
Worth Asset Management 16660 Dallas Pkwy # 1000, Dallas, TX 75248
46925xxxx4 bro*******@s*****.com
PDL Financial Services 9330 Lyndon B Johnson Fwy #900, Dallas, TX 75243
21445xxxx3 mar**@p*******************.com 5 6 227 246
Merrill Lynch Wealth Management 5910 N Central Expy Suite 2000, Dallas, TX 75206
21475xxxx4 bro*********@m*.com 3 6
Tutelas Financial Management - Ameriprise Financial Services, LLC 6860 Dallas Pkwy Ste 500, Plano, TX 75024
97224xxxx0 dns*****@a***.com
Gibson Wealth Advisors 700 Central Expy S #400, Allen, TX 75013
21434xxxx5 agu************@g****.com
Apeiron Planning Partners 10000 N Central Expy Ste 700, Dallas, TX 75231
97242xxxx8 ake****@t**********.com 5 5 624 11 612
The DFS Financial Group 2425 N Central Expy #700, Richardson, TX 75080
97241xxxx0 bra*@t*******************.com 223
TEAM Private Wealth Management
21450xxxx6 you*****@t******.com
The Manning Group, Inc. 7309 Campbell Rd #200, Dallas, TX 75248
97245xxxx0 adm**@m************.com 4.9 117 45
QuadCap Wealth Management, LLC 7790 Main St, Frisco, TX 75033
97281xxxx0 bkn***@q********.com
ARC: Advisor Resource Council | Registered Investment Advisor 15110 Dallas Pkwy #500, Dallas, TX 75248
97242xxxx0 inf*@t*********.com 5 1 5 7 603 604
Insured Wealth Management 306 S Tennessee St, McKinney, TX 75069
97276xxxx0 inf*@i*************.com
True North Advisors 3131 Turtle Creek Blvd #1300, Dallas, TX 75219
21436xxxx0 adv*****@t****************.com 3.7 3 129 8 139
Atlas Wealth Advisors 10000 N Central Expy Ste 700, Dallas, TX 75231
21424xxxx9 adv***@a******.com 5 12 5 9 187 34 188
Guiding Wealth 2007 N Collins Blvd Suite 503, Richardson, TX 75080
21481xxxx5 2 1
Optima Asset Management Inc 8144 Walnut Hill Ln #1180, Dallas, TX 75231
97272xxxx0 inf*@o*************.com
CBG WEALTH MANAGEMENT 12377 Merit Dr Ste 1500, Dallas, TX 75251 · 4.6 mi
97245xxxx0 bi**@c********.com
Entheos Financial Group 661 N Plano Rd #323, Richardson, TX 75081
81760xxxx1 bti*****@e********************.com
Tannery Company - Tax, Accounting & Wealth Management 740 E Campbell Rd #120, Richardson, TX 75081
21423xxxx0 ash***@t*************.com 5 8 5 21 957 228 936
Wealth Management Group, LLC 700 Central Expy S #210, Allen, TX 75013 21464xxxx0 5 1
Mary Anne Mayer Redmond Wealth Management 4560 Belt Line Rd # 430, Addison, TX 75001
97248xxxx6 dat*****************@i****.de
Guardian Private Wealth Management 6510 Abrams Rd, Dallas, TX 75231 · 6.4 mi
21489xxxx9 dns*****@a***.com
Northwestern Mutual - DFW 5420 Lyndon B Johnson Fwy, Dallas, TX 75240
97266xxxx8 a.-***********@n*****************.com 3 10 107340 16237 108000
LD Lowe Wealth Advisory 1100 E Campbell Rd #200, Richardson, TX 75081 97233xxxx3 1 2
Blake Wealth Management 201 W Virginia St Suite 102, McKinney, TX 75069
97242xxxx7 doe*****@b********************.com
Luke Charles Shanks: Primerica - Financial Services 8131 Lyndon B Johnson Fwy STE 275, Dallas, TX 75240
46949xxxx5 adr*********@g****.com 5 7 149530 3785 162000
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
Second Comma
97252xxxx7 mar*@s***********.com 5 1
The Garland Financial Group 100 Perkins Ave Suite C, League City, TX 77573
83263xxxx9 ant********@g************.com 246 40 250
UNITY Financial Services 610 N Town E Blvd # 102, Mesquite, TX 75150 97232xxxx3 5 3
Source 1 Financial Services 1 Briarwood Cir, Richardson, TX 75080 21444xxxx4
Lantern Asset Management 3949 Maple Ave # 400, Dallas, TX 75219
46994xxxx2 and**********@l********.com 4 4
Ricker John 6600 Naaman Forest Blvd, Garland, Tx 75044 · 3.1 mi
97284xxxx4 cat**@c*********.com
Leap Wealth Management 8604 Greenville Ave, Dallas, TX 75243
21442xxxx1 cin*******@l*********.com 4.2 11 612 603
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
Edward Jones - Financial Advisor: Zack Thomas, AAMS™ 3200 Broadway Blvd Suite 140, Garland, TX 75043
97286xxxx1 a.j*********@e**********.com 5 1 87489 100000
Terry D Doyle - Private Wealth Advisor, Ameriprise Financial Services, LLC 2435 N Central Expy Ste 915, Richardson, TX 75080
21438xxxx0 ale*************@a***.com 263 2 268
Revere Asset Management 825 Watters Creek Blvd, Allen, TX 75013
85573xxxx2 ale*@r**********.com 5 1
Encircle Wealth Advisors - Ameriprise Financial Services, LLC 8751 Collin McKinney Pkwy STE 301, McKinney, TX 75070
97286xxxx9 dns*****@a***.com 4.5 2
Edward Jones 830 Belt Line Rd, Garland, TX 75040
a.j*********@e**********.com 87487 100000
Merrill Lynch Wealth Management 13355 Noel Rd #700, Dallas, TX 75240
97298xxxx0 bro*********@m*.com 1.5 2
Strategic Estate Planning Services Inc 4425 Plano Pkwy Suite 101, Carrollton, TX 75010
80038xxxx0 adm**@s*****.com 5 6
THM Wealth Management 16475 Dallas Pkwy #840, Addison, TX 75001
97226xxxx6 bre**@t******************.com 5 1 9
The Retirement Group, LLC 116 West Shore Dr, Richardson, TX 75080 80090xxxx7
National Wealth Management Group 101 E Park Blvd Suite 600, Plano, TX 75074 81760xxxx6 5 2
Expound Wealth Management 6860 Dallas Pkwy #200, Plano, TX 75024
46940xxxx3 kan*@e************.com 145 2 143
Assured Bats Tax and Accounting 119 W Kingsley Rd #114, Garland, TX 75041
97227xxxx0 ass************@d*****************.com 5 39
DJH Capital Management 325 North St. Paul Street Suite 3100, Dallas, TX 75201
21423xxxx2 fee*****@d************.com 5 11 1001 1248
Michael Sell - Thrivent 9023 Coral Cove Dr, Dallas, TX 75243
97223xxxx1 abc*******@t*******.com 5 1
Chad Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC 2435 N Central Expy Ste 915, Richardson, TX 75080
21438xxxx5 cha************@a***.com
New Dimensions Wealth Management, LLC 550 S Watters Rd #242, Allen, TX 75013
97297xxxx5 joy@n*******.com
Watters Creek Wealth Management - Ameriprise Financial Services, LLC 700 Central Expy S #380, Allen, TX 75013
97295xxxx5 can***********@a***.com
Tannery Company - Tax, Accounting & Wealth Management 740 E Campbell Rd Ste 120, Richardson, TX 75081 · 1.8 mi
21423xxxx0 ash***@t*************.com 956 228 934
CD Wealth Management 16400 Dallas Pkwy #310, Dallas, TX 75248
97249xxxx0 ali***@c*******.com 5 1
Cain Watters & Associates 17 Cowboys Way Suite 300, Frisco, TX 75034
97223xxxx3 aar**@c**********.com 4.5 77 2324
HFS Wealth Management 8350 Meadow Rd # 181, Dallas, TX 75231
21434xxxx5 abe********@h*****.com 5 1 46
Leap Wealth Management 8604 Greenville Ave Ste A101, Dallas, TX 75243 · 4.8 mi
21442xxxx1
Money Smart Tools 3845 N Garland Ave #700A, Garland, TX 75040
97249xxxx7 cur****@m**************.com
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
Synergy Wealth Advisors LLC 10670 N Central Expy Ste 505, Dallas, TX 75231
21438xxxx3
Northwestern Mutual 15851 Dallas Pkwy #1230, Addison, TX 75001
97298xxxx0 adm*******@c*****.com 5 1
Wealth Partners Alliance 12240 Inwood Rd Suite 200, Dallas, TX 75244
97233xxxx0 bsm***@w*********************.com 5 1
360 Wealth Planners 15110 Dallas Pkwy #500, Dallas, TX 75248
97242xxxx8 hxx*******@3****************.com 5 3 378 380
Shea Wealth Management 2435 N Central Expressway Ste 1020, Richardson, TX 75080 · 2.6 mi
97268xxxx1 ben*****@m****************.com
Ecclesiastes Wealth Partners - Ameriprise Financial Services, LLC 3610 Shire Blvd Ste 212, Richardson, TX 75082
97263xxxx0 dns*****@a***.com
T.R.I. Planning - Taxes, Retirement, Insurance 675 Town Square Blvd #200, Garland, TX 75040
97254xxxx0 g*g*@t**********.finance 5 3
Money Script Wealth Management, PLLC 610 Uptown Blvd #2000, Cedar Hill, TX 75104
31046xxxx0 ali***@m****************.com 3 2 736
Shea Wealth Management 2435 N Central Expy #1020, Richardson, TX 75080
97268xxxx1 ben*****@m****************.com
Eagle Wealth Solutions 1255 W 15th St #250, Plano, TX 75075 97237xxxx6 dav**@e*******************.com
C2 Advisors - UBS Financial Services Inc. 100 Crescent Ct #400, Dallas, TX 75201
21493xxxx7 abc*******@u**.com
Strategic Wealth Planning 2929 N Central Expy # 200, Richardson, TX 75080
21472xxxx0 asa**@a**********.com 5 5 24 24
818 Group, LLC - Keith Chapman 3400 Central Expy Suite 110-305, Richardson, TX 75080
21443xxxx0 bet*@t*******.com
Guardian Private Wealth Management 6510 Abrams Rd, Dallas, TX 75231
21489xxxx9 dns*****@a***.com
Avantax Wealth Management 3200 Olympus Blvd, Coppell, TX 75019
97287xxxx0 hr@a******.com 2.8 12 7304 227 7400