Applewhite & Buys Financial Advisors

Applewhite & Buys Financial Advisors (CRD# 169799) is a financial advisory firm headquartered in Dallas, TX. They manage $88,834,644 in 626 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
13355 Noel Rd, Suite 1100, Dallas, TX 75240
http://www.applewhitefp.com
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    626
    ACCOUNTS
  • Average Account Value
    $141,908
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, FL, LA, MS, NC, SC, TX

Financial Advisors at Applewhite & Buys Financial Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Joseph Applewhite, financial advisor Dallas TX
Joseph P. Applewhite
CRD#: 5481528
13355 Noel Rd, Suite 1100, Dallas, TX 75240

Joseph Applewhite (CRD# 5481528) is an Investment Advisor Representative working at Applewhite & Buys Financial Advisors in Dallas, TX and has over 16 years of experience in the finance industry.

2
Timothy Buys, financial advisor Dallas TX
Timothy A. Buys
CRD#: 6709811
13355 Noel Rd, Suite 1100, Dallas, TX 75240

Timothy Buys (CRD# 6709811) is an Investment Advisor Representative working at Applewhite & Buys Financial Advisors in Dallas, TX and has over 7 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals