Spectrum Financial Group | Financial Advisor in Addison ,TX

5080 Spectrum Dr, 902W
Addison, TX 75001

Financial Planner


About

Our practice is built on developing long-term relationships with clients and investing the time and effort needed to understand the goals, objectives, and dreams. We focus on getting results. We offer insurance and financial products and services for individuals, businesses and their employees. Our stringent code of ethics places the client?s needs above all others and demands uncompromising integrity in every aspect of our business conduct.

17 Years of Experience



General Information
Name of Broker/Dealer:   MML Investor Services
States Licensed in:   AZ, AR, CA, CO, DC, GA, IL, KY, LA, MI, PN, TX, WV, KS
Number of Years with Current Firm:   12
Work Experience:   My practice began in 1993 in Dallas with a consultative approach to helping my clients build and protect wealth. Along with my partner Jaime Galvan (19 yrs experience) with have two other CFP's on our team and two talented operations team members to service and support our clients.
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Stocks , Mutual Funds , Bonds , Annuities , Insurance
I can meet clients in the following ways:   Via phone , At your office , At my office


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Variable Life , Long Term Care , Variable Annuity , Life , Annuity
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA) , Financial Planning Association (FPA) , GAMA
Non-Financial Organization Memberships:   Dallas Executives
Christian Business Leaders
Dallas Foundation Advisory Council
Marketing Business Partners


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee , Based on Assets , Commissions
Additional Details on Charges:   We welcome an intial meeting to discuss issue and concerns that are important to you and then determine if we are the right fit to help you.



FAQs

Truman Blocker CFP, CLU, CFS

Truman Blocker CFP, CLU, CFS

CLU, CFS, CERTIFIED FINANCIAL PLANNER™ Certificant

Communities Served

All 50

Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM