Insight Wealth Partners
Insight Wealth Partners (CRD# 153635) is a financial advisory firm headquartered in Plano, TX. They manage $789,957,931 in 2,901 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management790MILLION
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Total Number of Accounts2,901ACCOUNTS
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Average Account Value$272,305
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, IL, LA, NC, NH, OK, TN, TX, VA, WA
Kevin Brown (CRD# 3084314) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 25 years of experience in the finance industry.
Travis Carter (CRD# 2458376) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 30 years of experience in the finance industry.
David Chin (CRD# 2097827) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 33 years of experience in the finance industry.
David Dryden (CRD# 2208528) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 32 years of experience in the finance industry.
Ryan Ferguson (CRD# 5819064) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 13 years of experience in the finance industry.
Joshua Hargrove (CRD# 6121150) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 11 years of experience in the finance industry.
Michael Lowe (CRD# 3122229) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 25 years of experience in the finance industry.
Wayne Smith (CRD# 2504244) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 29 years of experience in the finance industry.
Mark Stegman (CRD# 2212129) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 26 years of experience in the finance industry.
John Weatherly (CRD# 6728378) is an Investment Advisor Representative working at Insight Wealth Partners in Plano, TX and has over 5 years of experience in the finance industry.