John Line, Cpa, Inc.
John Line, Cpa, Inc. (CRD# 311399) is a financial advisory firm headquartered in Dallas, TX. They manage $47,500,000 in 170 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management48MILLION
-
Total Number of Accounts170ACCOUNTS
-
Average Account Value$279,412
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at John Line, Cpa, Inc.
1
John Line (CRD# 4793414) is an Investment Advisor Representative working at John Line, Cpa, Inc. in Dallas, TX and has over 20 years of experience in the finance industry.
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