Richard Estes, financial advisor Fort Worth TX

Richard Estes

CRD Number: 2183211
Current Firm: Estes Financial Services, Inc.

Richard Estes (CRD# 2183211) is an Investment Advisor Representative working at Estes Financial Services, Inc. in Fort Worth, TX and has over 32 years of experience in the finance industry. Richard Estes 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Efs Tax Strategies Azle, TX Apr 2015 - Current 8
Estes Financial Services, Inc. Azle, TX Mar 2008 - Current 16
Triad Advisors, Inc. Norcross, GA Jan 2007 - Dec 2017 10
American Airlines Ft Worth, TX Apr 1985 - May 2014 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination May 1999
Contact Info for Richard T. Estes
Phone Number: (817) 444-8402
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    7
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $129,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

LA, TX

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