Fcm Investments

Fcm Investments (CRD# 107025) is a financial advisory firm headquartered in Dallas, TX. They manage $289,768,424 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    290
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $6,036,842
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

OK, TX

Financial Advisors at Fcm Investments
Showing 1 - 4 of 4 top financial advisors.
1
Thad Montgomery Jones
CRD#: 1751376
2200 Ross Avenue--suite 4600 West, Dallas, TX 75201
96
Wealthminder
score

Thad Montgomery Jones (CRD# 1751376) is an Investment Advisor Representative working at Fcm Investments in Dallas, TX and has over 35 years of experience in the finance industry.

2
David V. Lewis
CRD#: 4553188
2200 Ross Avenue--suite 4600 West, Dallas, TX 75201
96
Wealthminder
score

David Lewis (CRD# 4553188) is an Investment Advisor Representative working at Fcm Investments in Dallas, TX and has over 16 years of experience in the finance industry.

3
Denis B. O'leary
CRD#: 5226766
2200 Ross Avenue, Suite 4600 West, Dallas, TX 75201
96
Wealthminder
score

Denis O'leary (CRD# 5226766) is an Investment Advisor Representative working at Fcm Investments in Dallas, TX and has over 10 years of experience in the finance industry.

4
Michael Z. Wu
CRD#: 2799195
2200 Ross Avenue--suite 4600 West, Dallas, TX 75201
96
Wealthminder
score

Michael Wu (CRD# 2799195) is an Investment Advisor Representative working at Fcm Investments in Dallas, TX and has over 20 years of experience in the finance industry.

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