Sean Alford, financial advisor Dallas TX

Sean Alford

CRD Number: 5968697
Current Firm: Guidestone Advisors

Sean Alford (CRD# 5968697) is an Investment Advisor Representative in Coppell, TX and has over 7 years of experience in the finance industry. Sean Alford has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Connor Ambrose, financial advisor Dallas TX
Connor A. Ambrose
CRD# 5763812
Summit Financial Group Inc.
Similar Advisors
Steve Blankenship, financial advisor Dallas TX
Steve Blankenship
CRD# 2825441
Heritage Financial Planning
Similar Advisors
R Scott Boyles, financial advisor Dallas TX
R Scott Boyles
CRD# 4746252
Brightscape Investment Centers
Professional Designations
Company Name Location Dates Years
CFO4Life Coppell, TX Feb 2017 - Current 3
Guidestone Financial Resources Dallas, TX May 2013 - Feb 2017 3
Frost Bank Dallas, TX Oct 2011 - May 2013 1
Massmutual Life Insurance Company Lubbock, TX Aug 2011 - Oct 2011 < 1
Mml Investors Services Lubbock, TX Aug 2011 - Oct 2011 < 1
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Sep 2011
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Sean M. Alford
By the Numbers
  • Total Assets Under Management
    105
    MILLIONS
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $378,951
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Sean Alford and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.