Disciplined Investors, LLC
Disciplined Investors, LLC (CRD# 114614) is a financial advisory firm headquartered in Waco, TX. They manage $577,339,675 in 1,378 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management577MILLION
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Total Number of Accounts1,378ACCOUNTS
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Average Account Value$418,969
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
Russell Livesay (CRD# 5328236) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 16 years of experience in the finance industry.
Sabrina Moore (CRD# 6557632) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 8 years of experience in the finance industry.
Todd Stoner (CRD# 4460047) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has 1 year of experience in the finance industry.
Cheryl Traudt (CRD# 6862907) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 6 years of experience in the finance industry.
Alexandra Kazanas (CRD# 7703506) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has 1 year of experience in the finance industry.
Angelo Ochoa (CRD# 7197424) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 3 years of experience in the finance industry.