Eq Wealth Advisors

Eq Wealth Advisors (CRD# 322294) is a financial advisory firm headquartered in Dallas, TX. They manage $470,412,689 in 786 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
10000 North Central Express Way, Suite 1350, Dallas, TX 75231
http://www.eqwealthadv.com
By the Numbers
  • Total Assets Under Management
    470
    MILLION
  • Total Number of Accounts
    786
    ACCOUNTS
  • Average Account Value
    $598,489
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, MT, NV, TX

Financial Advisors at Eq Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Gary Ahr, financial advisor Dallas TX
Gary S. Ahr
CRD#: 719576
10000 North Central Express Way, Suite 1350, Dallas, TX 75231

Gary Ahr (CRD# 719576) is an Investment Advisor Representative working at Eq Wealth Advisors in Dallas, TX and has over 43 years of experience in the finance industry.

2
Toby Harris, financial advisor Dallas TX
Toby S. Harris
CRD#: 4791779
10000 North Central Express Way, Suite 1350, Dallas, TX 75231

Toby Harris (CRD# 4791779) is an Investment Advisor Representative working at Eq Wealth Advisors in Dallas, TX and has over 19 years of experience in the finance industry.

3
Jack Barker, financial advisor Dallas TX
Jack L. Barker
CRD#: 6776291
10000 North Central Express Way, Suite 1350, Dallas, TX 75231

Jack Barker (CRD# 6776291) is an Investment Advisor Representative working at Eq Wealth Advisors in Dallas, TX and has over 5 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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