Etexfinancial, Inc.

Etexfinancial, Inc. (CRD# 142696) is a financial advisory firm headquartered in Mount Vernon, TX. They manage $8,949,347 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $109,138
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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 Etexfinancial, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Tommy E. Ricks
CRD#: 2262980
203 N. Kaufman Street, Suite R, Mount Vernon, TX 75457
96
Wealthminder
score

Tommy Ricks (CRD# 2262980) is an Investment Advisor Representative working at Etexfinancial, Inc. in Mount Vernon, TX and has over 24 years of experience in the finance industry. Tommy Ricks 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
Rusty M. Rutledge
CRD#: 4356341
203 N. Kaufman Street, Suite R, Mount Vernon, TX 75457
96
Wealthminder
score

Rusty Rutledge (CRD# 4356341) is an Investment Advisor Representative working at Etexfinancial, Inc. in Mount Vernon, TX and has over 15 years of experience in the finance industry. Rusty Rutledge 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.

3
Sandra L. Anderson
CRD#: 5935021
203 N. Kaufman Street, Suite R, Mount Vernon, TX 75457
93
Wealthminder
score

Sandra Anderson (CRD# 5935021) is an Investment Advisor Representative working at Etexfinancial, Inc. in Mount Vernon, TX and has over 5 years of experience in the finance industry. Sandra Anderson 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.

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