Financial Advisors in or around Dallas, Texas

Ralph Heffelman (CRD#:108466) is an experienced financial advisor with International Capital Management Corporation, located at 12001 North Central Expressway, Suite 1000, Dallas, TX 75243. Ralph has over 40 years of experience as a financial services professional/consultant.

About the Firm: For more than 35 years, International Capital Management Corporation (ICMC) has successfully developed customized investment portfolios for private investors. ICMC utilizes the Nobel Prize winning Modern Portfolio Theory and up to 10 distinct asset classes (5 traditional and 5 alternative) to produce superior investment portfolios with significantly less risk than using stocks and bonds alone.

Ralph's comprehensive investment strategies include Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Mortgages & Real Estate, FOREX & Currency, Socially Responsible Investments (SRI).

Ralph's portfolio size requirement is $500,000. Ralph's compensation methods: Based on Assets.

Ralph can be reached at (972)265-9933 and is generally available for a meeting at firm's office, at your home, at your office, via phone, via email.

Congratulations!

WiserAdvisor has qualified financial advisors serving the Dallas, Texas area.


Our Recommendations:

  • Talk to at least 2 to 3 financial advisors.
  • Hire an advisor who meets your own specific needs.

Special Offer!

FREE 1-on-1 consultation with qualified financial advisors (a $800 value)

  • Complete the form to the right and click Find My Advisor'.
  • We will research and find you 2 to 3 advisors who match with your specific needs.
  • This match is from an impressive list of credentialed and pre-screened investment advisors.

reasons why this is simply a better way to find a Financial Advisor.

Talk To a Human :: 1-888-207-9676
Please provide the information we need to match you with pre-screened Financial Advisors.
What advisory services do you need?
What is the size of your investment portfolio?
City: State:
First Name: Last Name:
Email Phone No:
Additional information (optional)
   
Privacy Policy | Terms & Conditions

WiserAdvisor >   Texas >   Dallas 

Premium Financial Advisors Listing

Eric Willer CFA, Financial Advisor from Dallas, Texas Eric Willer CFA


(214) 513-3112
200 Crescent Court Suite 275,
Dallas, TX   75201
Distance : 0 miles

Fusion Analytics Investment Partners LLC is a cutting edge asset management firm that fuses the two widely followed investment disciplines of fundamental and technical analysis to deliver custom tailored asset management vehicles to institutions, family offices and high net worth private investors. Harnessing the power of proprietary technology, k.......

Scott Hammel, Financial Advisor from Dallas, Texas Scott Hammel


(214) 326-0484
2711 N. Haskell Ave. Ste. 2900,
Dallas, TX   75204
Distance : 1 miles

As an advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, helping give you confidence.......

Justin Farris, CFP, Financial Advisor from Dallas, Texas Justin Farris, CFP


(214) 296-4977
7557 Rambler Rd,
Suite 445,
Dallas, TX   75231
Distance : 7 miles

As an independent full-service wealth management firm, we specialize in the practice of investment management and financial planning. The Farris Group maintains an independent and focused approach to advising our clients on all their financial needs. We dont sell products; we provide custom tailored financial solutions and are committed to becomin.......

Ralph Heffelman, Financial Advisor from Dallas, Texas Ralph Heffelman


(972) 265-9933
12001 North Central Expressway,
Suite 1000,
Dallas, TX   75243
Distance : 9 miles

For more than 35 years, International Capital Management Corporation (ICMC) has successfully developed customized investment portfolios for private investors. ICMC utilizes the Nobel Prize winning Modern Portfolio Theory and up to 10 distinct asset classes (5 traditional and 5 alternative) to produce superior investment portfolios with significantl.......

Bryan Jackson, Financial Advisor from Dallas, Texas Bryan Jackson


(972) 719-9155
545 E. John Carpenter Freeway,
Suite 300,
Irving, TX   75062
Distance : 10 miles

Harbor Capital Management is a Charlotte-based Registered Investment Advisor firm
with offices in Mooresville, NC, Dallas, TX and Sarasota, FL. It has been registered with
the U.S. Securities and Exchange Commission since its establishment

"My clients have chosen to work with me because of my authentic, passionate,
com.......

Zach Allen, Financial Advisor from Dallas, Texas Zach Allen


(214) 556-1586
5005 LBJ Freeway,
Suite 1410,
Dallas, TX   75244
Distance : 11 miles

Were here to help you achieve your financial goals, manage your money and ultimately, better your life. Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a st.......

Jeffrey B Thomas J.D./CIMA/CPWA Financial Advisor, Financial Advisor from Dallas, Texas Jeffrey B Thomas J.D./CIMA/CPWA Financial Advisor


(972) 960-7023
15150 Preston Road #300,
Dallas, TX   75248
Distance : 13 miles

Mission Statement:

As a financial advisor, my mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, I combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available. I .......

Brad Cantrill, Financial Advisor from Dallas, Texas Brad Cantrill


(469) 212-8559
3939 Beltline Rd #310,
Addison, TX   75001
Distance : 14 miles

Cantrill Financial Group is a fee based financial planning firm serving the North Texas area. The firm strives to deliver a comprehensive planning process based upon the principals of objectivity, tranparancy, and excellent customer service. Whether your goal is one of accumulation, preservation, or distribution the firm strives to be your acc.......

Bryn Henry, AIF, Financial Advisor from Dallas, Texas Bryn Henry, AIF


(972) 931-3818
18170 Dallas Parkway, Suite 103,
Dallas, TX   75287
Distance : 15 miles

If you have landed on this page you are obviously concerned about your financial well-being. You are most likely looking for an unbiased fee-based relationship with an advisor, and not just a meeting with another salesperson. You may have fears about asking for help or making a change from your current advisor.

In our first meeting t.......

Gary Strawn, Financial Advisor from Dallas, Texas Gary Strawn


(214) 739-7000
5072 W Plano Pkwy #280,
Plano, TX   75093
Distance : 17 miles

To assist families create and manage their wealth. We use a six-step, free no obligation, financial strategy to identify and assist in creating financially independent families.Transamerica Financial Advisors has thousands of independent associates committed to one mission: To create financially independent families positioned to realize their drea.......

Tim Dowden, Financial Advisor from Dallas, Texas Tim Dowden


(214) 705-7622
8000 Coit Road Suite 600,
Plano, TX   75025
Distance : 21 miles

The Mutual Fund Store is a nationally branded, independent Registered Investment Adviser (RIA) organization. Today, the companys system* of fee-based RIA firms includes more than 100+ company and franchise locations across the U.S. In July 1996, Adam Bold opened The Mutual Fund Store in a Kansas City-area suburb. In 1998, he made his debut as .......

Matthew Sherman, Financial Advisor from Dallas, Texas Matthew Sherman


(855) 299-6491
2315 Glenmoor Dr.,
Arlington, TX   76001
Distance : 22 miles

"Helping You Stay Happily Unemployed in Retirement". Full service financial/investment advisor focusing on retirement planning and income distribution........

Darren Fox, Financial Advisor from Dallas, Texas Darren Fox


(214) 705-2464
2831 Eldorado Parkway,
Suite 103-148,
Frisco, TX   75034
Distance : 26 miles

A.R.S. is a unique investment firm geared to help clients execute advanced investment strategies and get the most out of their retirement savings and investing dollars.

We do our own homework. The advice we give is independent and unbiased. By doing impartial research on each investment selection, we endeavor to outperform market bench.......

Other Financial Advisors Listing

Hillel, Arnold Feinberg, Financial Advisor from Dallas, Texas Hillel, Arnold Feinberg
First Southwest Asset Management Inc

325 N. St. Paul Street,
Suite 800,
Dallas, TX   75201
Hillel, Arnold Feinberg, Financial Advisor from Dallas, Texas Hillel, Arnold Feinberg
Fsw Advisory Services Inc.

325 North St. Paul Street,
Suite 800,
Dallas, TX   75201
Sal Afridi, Financial Advisor from Dallas, Texas Sal Afridi
Sal Afridi

2100 Ross Ave.,
Dallas, TX   75201

I am a Financial Advisor with one of the most successful Financial Services providers in the world, if not the most successful. We have a vast platform available that enables us to match our client's .......

Peter, John Denker, Financial Advisor from Dallas, Texas Peter, John Denker
Turtle Creek Management, Llc

2626 Cole Avenue,
Suite 705,
Dallas, TX   75204
Dwight Wanken, Financial Advisor from Dallas, Texas Dwight Wanken
Beacon Financial Advisors

8117 Preston Road,
300 Preston Commons West,
Dallas, TX   75225

No two investors are alike. Your life keeps changing. The markets - and the world - continue to evolve. That's why it's important that you have a financial plan that is specifically designed to reflec.......

Marvin Slater, Financial Advisor from Dallas, Texas Marvin Slater
Marvin M. Slater and Assoc.

9656 Lynbrook Dr,
Dallas, TX   75238

We practice active management of all accounts. Our investments are subjected to a risk management survey every night and if changes are called for, including going to cash, we implement the next morn.......