Financial Advantage

Financial Advantage (CRD# 127273) is a financial advisory firm headquartered in Lewisville, TX. They manage $22,000,000 in 57 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    57
    ACCOUNTS
  • Average Account Value
    $385,965
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Financial Advantage
Showing 1 - 1 of 1 top financial advisors.
1
Dale H. McMullen
CRD#: 4075671
2012 Fm407, St 200e, Highland Vlg, TX 75077

Dale McMullen (CRD# 4075671) is an Investment Advisor Representative working at Financial Advantage in Highland Vlg, TX and has over 24 years of experience in the finance industry.

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