Juncture Financial Group, LLC

Juncture Financial Group, LLC (CRD# 144547) is a financial advisory firm headquartered in Carrollton, TX. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Other
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.

TX

Financial Advisors at Juncture Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John D. Albert
CRD#: 3204518
2340 E. Trinity Mills, Suite 300, Carrollton, TX 75006
96
Wealthminder
score

John Albert (CRD# 3204518) is an Investment Advisor Representative working at Juncture Financial Group, LLC in Carrollton, TX and has over 12 years of experience in the finance industry. John Albert 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.

2
Deborah M. Albert
CRD#: 5558959
2340 E. Trinity Mills, Suite 300, Carrollton, TX 75006
93
Wealthminder
score

Deborah Albert (CRD# 5558959) is an Investment Advisor Representative working at Juncture Financial Group, LLC in Carrollton, TX and has over 8 years of experience in the finance industry.

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