Family Dynasty Advisors LLC

Family Dynasty Advisors LLC (CRD# 297082) is a financial advisory firm headquartered in Lubbock, TX. They manage $42,410,692 in 87 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4601 S. Loop 289 Suite 7, Lubbock, TX 79424
https://www.facebook.com/family-dynasty-advisors-llc-102177871578697
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $487,479
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Family Dynasty Advisors LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael Caffey, financial advisor Lubbock TX
Michael D. Caffey
CRD#: 2964656
4601 S. Loop 289 Suite 7, Lubbock, TX 79424

Michael Caffey (CRD# 2964656) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has over 26 years of experience in the finance industry.

2
Mandi Applegate, financial advisor Lubbock TX
Mandi L. Applegate
CRD#: 6612292
4601 S. Loop 289 Suite 7, Lubbock, TX 79424

Mandi Applegate (CRD# 6612292) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has 1 year of experience in the finance industry.

3
Colton Davis, financial advisor Lubbock TX
Colton S. Davis
CRD#: 6981852
4601 S. Loop 289 Suite 7, Lubbock, TX 79424

Colton Davis (CRD# 6981852) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has 1 year 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals