Bland Garvey Wealth Advisors, LLC

Bland Garvey Wealth Advisors, LLC (CRD# 140066) is a financial advisory firm headquartered in Richardson, TX. They manage $184,212,087 in 325 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2600 North Central Expressway, Suite 550, Richardson, TX 75080
https://www.linkedin.com/company/bland-garvey-wealth-advisors-llc/
By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    325
    ACCOUNTS
  • Average Account Value
    $566,806
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bland Garvey Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Aaron Byrkit, financial advisor Richardson TX
Aaron M. Byrkit
CRD#: 5783731
2600 North Central Expressway, Suite 550, Richardson, TX 75080

Aaron Byrkit (CRD# 5783731) is an Investment Advisor Representative working at Bland Garvey Wealth Advisors, LLC in Richardson, TX and has over 13 years of experience in the finance industry.

2
Lori Eads, financial advisor Richardson TX
Lori A. Eads
CRD#: 5112485
1202 Richardson Drive, Suite 203, Richardson, TX 75080

Lori Eads (CRD# 5112485) is an Investment Advisor Representative working at Bland Garvey Wealth Advisors, LLC in Richardson, TX and has over 18 years of experience in the finance industry.

3
John Garvey, financial advisor Richardson TX
John C. Garvey
CRD#: 5112454
1202 Richardson Drive, Suite 203, Richardson, TX 75080

John Garvey (CRD# 5112454) is an Investment Advisor Representative working at Bland Garvey Wealth Advisors, LLC in Richardson, TX and has over 18 years of experience in the finance industry.

4
Norma Spencer, financial advisor Richardson TX
Norma B. Spencer
CRD#: 6719671
2600 North Central Expressway, Suite 550, Richardson, TX 75080

Norma Spencer (CRD# 6719671) is an Investment Advisor Representative working at Bland Garvey Wealth Advisors, LLC in Richardson, TX and has over 7 years of experience in the finance industry.

5
Connor Lane, financial advisor Richardson TX
Connor F. Lane
CRD#: 7612334
2600 North Central Expressway, Suite 550, Richardson, TX 75080

Connor Lane (CRD# 7612334) is an Investment Advisor Representative working at Bland Garvey Wealth Advisors, LLC in Richardson, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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