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Qualifications of Financial Advisor in Bedford

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Financial Advisors in Bedford, Texas
Financial Advisor Office Location Phone Number
Michael R. Duke,
Duke Financial & Insurance Strategies
1521 N Cooper St.,
Arlington, TX  76011
(682) 503-6565
Dan Richey,
Financial Engines Advisors, LLC
5605 North MacArthur Blvd.,
Irving, TX  75038
4500 Mercantile Plaza Dr,
Ft Worth, TX  76137
(214) 705-7622
Zach Allen,
Disciplined Advisor Group
5005 LBJ Freeway,
Dallas, TX  75244
(214) 545-3305
Justin Gedlen CFP®, CRC®,
First Financial Equity Corporation
5005 LBJ Freeway,
Dallas, TX  75244
(214) 545-3310
Justin Farris,
Farris Capital Management Inc
14800 Quorum Drive,
Dallas, TX  75254
(214) 525-2141
Dan Richey,
Financial Engines Advisors, LLC
8000 Coit Road,
Plano, TX  75025
(214) 705-7622

Information on Qualified Financial Advisors in Bedford

Qualifications CRD# 4264783
FirmCRD# 5167
Series 6, 7, 63, 66


Office Location 1521 N Cooper St.,
Suite 335,
Arlington,
TX 
76011
Phone Number (682) 5036565

As the founder of Duke Financial and Insurance Strategies, Mike Duke is driven by his confidence in his ability to assist his clients in making the financial planning process less complicated. He is passionate about building a firm foundation with his clients and their families. Duke Financial and Insurance Strategies strives to help clients in a capacity that is in their own best interest. Mike Duke has a Bachelor of Applied Arts and Science from the University of North Texas. In 1999 he began working in the financial services through the banking industry, and in 2009 he transitioned his career to New York Life to help broaden his experience and expertise. Mikes personal ethics demand that he serve with the utmost integrity; he values honor, compassion and understanding. These values combined with sheer determination and quality mentorship has led him to expand into Duke Financial and Insurance Strategies. Mike Duke is very involved with his family. He volunteers at his church as a member of the Knights of Columbus. He is the father of two daughters and is their biggest fan as they participate in volleyball and gymnastics; he is definitely a front row observer. He cherishes his father-daughter dates and works side-by-side with his wife, Shannan. Together daily, they are making Duke Financial and Insurance Strategies grow and succeed.

About Duke Financial & Insurance Strategies

We believe our reputation precedes us and it is of upmost importance to us to protect it. We promise to be the best that we can be which in return, will help you to succeed. When you work with us, we promise to uphold our core values of: Integrity ? We will honor our word and follow through with whatever actions become part of your plan. Whatever the situation or challenge may be, we promise to provide sound solutions. We will do the very best job that we can for you and your family to ensure that your financial needs are taken care of. Respect ? You will recognize that we genuinely care. We will listen and handle every situation with compassion and understanding. Thoughtfulness ? We will be as thorough in our research as possible before providing you with solutions. No task will be left half-finished. We will ask you the hard questions to retrieve in-depth, useful information to ensure our recommendations are the best for your unique situation. Knowledge ? We will strive to be the best of the best. We believe in being professional students of our industry so that there is never a question that does not have a suitable answer for you. We are always learning, always growing, and always pursuing continuing education that will benefit your needs.



Qualifications CRD# 5375720
FirmCRD# 104510
Series 7, 24, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 5605 North MacArthur Blvd.,
10th Floor,
Irving,
TX 
75038
Phone Number (214) 7057622

Office Location 4500 Mercantile Plaza Dr,
Suite 300,
Ft Worth,TX  76137

Joined Financial Engines in 2017. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 24, and 66 examination(s) administered by FINRA. Belongs to the Young Men's Christian Leadership Club. Bachelor's Degree in Political Science from University of North Texas. Married to Laura. They have two children: Lincoln and Hannah. Dan enjoys traveling, playing basketball and volleyball, spending time with his family and he is a car enthusiast.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



Qualifications CRD# 5059261
Series 7, 66

Compensation/Fee I am a fee-based financial professional, Based on Assets, Commissions


Office Location 5005 LBJ Freeway,
Suite 1410,
Dallas,
TX 
75244
Phone Number (214) 5453305

Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

About Disciplined Advisor Group

We’re 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 structure that allows for a prudent, less emotional investment decision-making process. We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing. We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive. We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you. At Disciplined Advisors Group – trust, commitment and caring make up the foundation that provides services to our clients.



Qualifications CRD# 5186484
Series 7, 66


Office Location 5005 LBJ Freeway,
Suite 1410,
Dallas,
TX 
75244
Phone Number (214) 5453310

We know financial planning and investing can be a complicated (and sometimes stressful) topic for many people, but it does not have to be. As a Certified Financial Planner (TM) practitioner, Justin's primary focus is not only on helping you reach your financial goals, but helping you understand your path to financial independence. We will talk to you about your finances in a language that makes sense. First Financial Equity Corporation is an independent firm with no in-house investments. This allows Justin to simplify the marketplace and offer unbiased advice. It is with the mindset of a fiduciary that he will help you make smart, informed financial decisions. Our "planning first attitude" leads to recommendations that revolve around a written financial plan, not a sales agenda. Justin earned his Bachelor of Science degree from The University of Wisconsin-Madison and has over 10 years of industry experience. He lives in Highland Village with his wife Hannah and their son Pierce. Even after nearly a decade of Texas residency, he remains devoted to the Wisconsin Badgers and Green Bay Packers&much to his Dallas born wife's dismay.

About First Financial Equity Corporation

It's our goal to help you reach your goals. Our experienced team of investment advisors works together with their clients to pursue their most important financial goals. Founded in 1985, FFEC is a privately owned full-service brokerage firm. As our firm grows, we retain our belief in a conservative, well-diversified, long-term approach to investing. We know that investing can be complex, so we are here to help guide you every step of the way.



Qualifications CRD# 4725738
FirmCRD# 169051
Series 7, 66

Compensation/Fee I am a fee-only financial professional, Based on Assets, Flat Fee, Hourly


Office Location 14800 Quorum Drive,
suite 360,
Dallas,
TX 
75254
Phone Number (214) 5252141

Mr. Farris serves clients by providing retirement planning, Tax planning strategies, investments, and risk management advisory services. Justin develops the investment strategies and handles the portfolio management for FCM. Prior to establishing Farris Capital Management, Justin worked at Raymond James and Associates in the Dallas office and was formerly the lead equity analyst and trader for the offices most prominent hedge fund. This experience is where he gained the real world investment knowledge of money management and how to apply research and investment thesis into actionable ideas. He is a CERTIFIED FINANCIAL PLANNER" professional with a degree in Economics from Rice University and also played for the Rice University College World Series Championship baseball team.

About Farris Capital Management Inc

As an independent full-service wealth management firm, we specialize in the practice of investment management and financial planning. Farris Capital Management Inc. maintains an independent and focused approach to advising our clients on all their financial needs. We don't sell products; we provide custom tailored financial solutions and are committed to becoming a lifelong partner to our clients. Professionalism, integrity, hard work, and trust are the basic principles of our company. Our goal is to provide a superior client service experience. What Makes Us Unique - At Farris Capital Management Inc., we build and manage your personalized investment portfolio while incorporating a high quality financial plan for each of your goals. To find out more please visit our website.



Qualifications CRD# 5375720
FirmCRD# 104510
Series 7, 24, 66

Compensation/Fee I am a Fee-Based financial professional


Office Location 8000 Coit Road,
Suite 600,
Plano,
TX 
75025
Phone Number (214) 7057622

Joined Financial Engines in 2017. Began his career in the financial services industry in 2005. Successfully completed the Series 7, 24, and 66 examination(s) administered by FINRA. Belongs to the Young Men's Christian Leadership Club. Bachelor's Degree in Political Science from University of North Texas. Married to Laura. They have two children: Lincoln and Hannah. Dan enjoys traveling, playing basketball and volleyball, spending time with his family and he is a car enthusiast.

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1. We help people achieve greater financial clarity by providing professional investment management, comprehensive financial planning and advice for everyday Americans. Financial Engines was co-founded in 1996 by a Nobel Prize- winning economist and we currently offer financial help to millions of people. Our unique approach, combined with powerful online services, dedicated advisors and personal attention both in and outside of the workplace, promotes greater financial wellness and helps more Americans get on track to meet their financial goals. 1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).



List of Additional Financial Advisors in or around Bedford, Texas
American Express Financial Advisors Arlington, TX
International Wealth Management Grapevine, TX
Merrill Lynch Dallas, TX
Edward Jones Investments Flower Mound, TX
Merrill Lynch Fort Worth, TX
New England Financial Lewisville, TX
Executive Resources Dallas, TX
Fox & Company Investments Carrollton, TX
Bley Investment Group, Inc. Fort Worth, TX
Armstrong Purselley Wealth Management Group Dallas, TX
First Southwest Asset Management Inc Dallas, TX
Spectrum Financial Group Addison, TX
Spectrum Financial Group Addison, TX
UBS Financial Services Dallas, TX
UBS Financial Services, Inc. Addison, TX
UBS Financial Services, Inc. Dallas, TX
UBS Financial Services, Inc. Dallas, TX
American Express Financial Advisors Dallas, TX
Elite Financial Management Dallas, TX
Quorum Financial Group Dallas, TX
Sagemark Consulting / Lincoln Financial Advisors Dallas, TX
True North Advisors, LLC Dallas, TX
AXA Advisors, LLC Dallas, TX
Profisys, LLC Plano, TX
RBC Dain Rauscher Plano, TX
Christ Minor Desoto, TX
World Group Securities, Inc. Richardson, TX
Southwest Texas Capital, LLC Plano, TX
VanderPal Capital Management LLC Plano, TX
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