Guidestone Advisors
Guidestone Advisors (CRD# 149624) is a financial advisory firm headquartered in Dallas, TX. They manage $978,115,691 in 2,507 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management978MILLION
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Total Number of Accounts2,507ACCOUNTS
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Average Account Value$390,154
- A percentage of assets under your management
- 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, WY
Kimberly Atchley (CRD# 6335942) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 7 years of experience in the finance industry.
Chad Bailey (CRD# 5567481) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 13 years of experience in the finance industry.
Joshua Biggs (CRD# 5423474) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 11 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.
Aubrey Carlisle (CRD# 5306801) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 14 years of experience in the finance industry. Aubrey Carlisle 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 20 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.
Taylor Fazand (CRD# 6433272) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 7 years of experience in the finance industry.
Angela McClain (CRD# 5272935) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 15 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.
Kyle Phillip (CRD# 5669808) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 9 years of experience in the finance industry.
Jeffrey Robinson (CRD# 2879661) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 25 years of experience in the finance industry. Jeffrey Robinson 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.
Jonas Roos (CRD# 4985448) 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 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.