Guidestone Advisors
Guidestone Advisors (CRD# 149624) is a financial advisory firm headquartered in Dallas, TX. They manage $9,020,215 in 15 accounts and serve the financial needs of clients across 50 states (or territories).
-
Total Assets Under Management9MILLION
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$601,348
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Jeremy Andries (CRD# 4872998) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 12 years of experience in the finance industry. Jeremy Andries 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.
Joshua Biggs (CRD# 5423474) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 6 years of experience in the finance industry. Joshua Biggs 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.
Gary Coats (CRD# 4449448) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 15 years of experience in the finance industry. Gary Coats 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.
Angela McClain (CRD# 5272935) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 10 years of experience in the finance industry. Angela McClain 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.
Chad Bailey (CRD# 5567481) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 9 years of experience in the finance industry.
Aubrey Carlisle (CRD# 5306801) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 10 years of experience in the finance industry.
Douglas Roberts (CRD# 5076783) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 11 years of experience in the finance industry.
Brian Roome (CRD# 4370974) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 16 years of experience in the finance industry.
Jonas Roos (CRD# 4985448) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 12 years of experience in the finance industry.