Estes Financial Services, Inc.

Estes Financial Services, Inc. (CRD# 146590) is a financial advisory firm headquartered in Fort Worth, TX. They manage $7,003,379 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2501 Parkview Drive, Suite 228, Fort Worth, TX 76102
http://www.estesfinancial.net
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $129,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Estes Financial Services, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard Estes, financial advisor Fort Worth TX
Richard T. Estes
CRD#: 2183211
2501 Parkview Drive, Suite 228, Fort Worth, TX 76102

Richard Estes (CRD# 2183211) is an Investment Advisor Representative working at Estes Financial Services, Inc. in Fort Worth, TX and has over 32 years of experience in the finance industry.

2
Britta Reyes, financial advisor Fort Worth TX
Britta I. Reyes
CRD#: 4858075
2501 Parkview Drive, Suite 228, Fort Worth, TX 76102

Britta Reyes (CRD# 4858075) is an Investment Advisor Representative working at Estes Financial Services, Inc. in Fort Worth, TX and has over 19 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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