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).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $601,348
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

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

Financial Advisors at Guidestone Advisors
Showing 1 - 10 of 15 top financial advisors.
1
Sean M. Alford
CRD#: 5968697
2401 Cedar Springs Road, Dallas, TX 75201
97
Wealthminder
score
Sean Alford (CRD# 5968697) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 2 years of experience in the finance industry.
2
Jeremy S. Andries
CRD#: 4872998
2401 Cedar Springs Road, Dallas, TX 75201
96
Wealthminder
score

Jeremy Andries (CRD# 4872998) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 13 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.

3
Joshua W. Biggs
CRD#: 5423474
2401 Cedar Springs Road, Dallas, TX 75201
96
Wealthminder
score

Joshua Biggs (CRD# 5423474) is an Investment Advisor Representative working at Guidestone Advisors in Dallas, TX and has over 7 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.

4
Gary P. Coats
CRD#: 4449448
2401 Cedar Springs Road, Dallas, TX 75201
96
Wealthminder
score

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.

5
Angela M. McClain
CRD#: 5272935
2401 Cedar Springs Road, Dallas, TX 75201
96
Wealthminder
score

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.

6
Chad M. Bailey
CRD#: 5567481
2401 Cedar Springs Road, Dallas, TX 75201
93
Wealthminder
score

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.

7
Aubrey H. Carlisle
CRD#: 5306801
2401 Cedar Springs Road, Dallas, TX 75201
93
Wealthminder
score

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.

8
Douglas W. Roberts
CRD#: 5076783
2401 Cedar Springs Road, Dallas, TX 75201
93
Wealthminder
score

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.

9
Brian S. Roome
CRD#: 4370974
2401 Cedar Springs Road, Dallas, TX 75201
93
Wealthminder
score

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.

10
Jonas G. Roos
CRD#: 4985448
2401 Cedar Springs Road, Dallas, TX 75201
93
Wealthminder
score

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.

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