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).
Current Firm Details
Financial Advantage
By the Numbers
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Total Assets Under Management22MILLION
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Total Number of Accounts57ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Financial Advantage
1
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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