Dallas Financial Advisors, LLC

Dallas Financial Advisors, LLC (CRD# 328001) is a financial advisory firm headquartered in Dallas, TX. They manage $53,788,996 in 277 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
7616 Lbj Fwy, Ste 724, Dallas, TX 75251
https://www.dallasfinancialadvisors.us
By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    277
    ACCOUNTS
  • Average Account Value
    $194,184
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Dallas Financial Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael O'reilly, financial advisor Dallas TX
Michael J. O'reilly
CRD#: 4494825
7616 Lbj Fwy, Ste 724, Dallas, TX 75251

Michael O'reilly (CRD# 4494825) is an Investment Advisor Representative working at Dallas Financial Advisors, LLC in Dallas, TX and has over 22 years of experience in the finance industry.

2
Kathleen Weber, financial advisor Allen TX
Kathleen S. Weber
CRD#: 5877365
Allen, TX

Kathleen Weber (CRD# 5877365) is an Investment Advisor Representative working at Dallas Financial Advisors, LLC in Allen, TX and has over 13 years of experience in the finance industry.

3
Donnye Winship, financial advisor Dallas TX
Donnye E. Winship
CRD#: 2846363
7616 Lbj Fwy, Ste 724, Dallas, TX 75251

Donnye Winship (CRD# 2846363) is an Investment Advisor Representative working at Dallas Financial Advisors, LLC in Dallas, TX and has over 27 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.

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