Bland Garvey Wealth Advisors, LLC

Bland Garvey Wealth Advisors, LLC (CRD# 140066) is a financial advisory firm headquartered in Richardson, TX. They manage $156,711,667 in 307 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $510,461
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 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 10 years of experience in the finance industry. Aaron Byrkit 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.

2
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 15 years of experience in the finance industry.

3
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 15 years of experience in the finance industry.

4
William K. Kaiser
CRD#: 2197075
2600 North Central Expressway, Suite 550, Richardson, TX 75080

William Kaiser (CRD# 2197075) is an Investment Advisor Representative working at Bland Garvey Wealth Advisors, LLC in Richardson, TX and has over 17 years of experience in the finance industry. William Kaiser 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.

5
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 3 years of experience in the finance industry.

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