L & B Realty Advisors, LLP

L & B Realty Advisors, LLP (CRD# 136654) is a financial advisory firm headquartered in Dallas, TX. They manage $748,599,939 in 2 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    749
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $374,299,970
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

FL, TX

Financial Advisors at L & B Realty Advisors, LLP
Showing 1 - 10 of 11 top financial advisors.
1
Stacie S. Crown
CRD#: 6058184
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

Stacie Crown (CRD# 6058184) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

2
Mark P. Faraldo
CRD#: 6058208
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

Mark Faraldo (CRD# 6058208) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

3
William L. Fulton
CRD#: 6058238
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

William Fulton (CRD# 6058238) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

4
John L. Gerdes
CRD#: 6058255
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

John Gerdes (CRD# 6058255) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

5
Mark R. Gerigk
CRD#: 4381363
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

Mark Gerigk (CRD# 4381363) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

6
David W. Gleeson
CRD#: 801550
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

David Gleeson (CRD# 801550) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

7
Christian T. Metten
CRD#: 6058282
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

Christian Metten (CRD# 6058282) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

8
Christine M. Mullis
CRD#: 6058284
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

Christine Mullis (CRD# 6058284) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

9
Daniel L. Plumlee
CRD#: 4381357
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

Daniel Plumlee (CRD# 4381357) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

10
Eric R. Smith
CRD#: 6058291
8750 N. Central Expressway, Suite 800, Dallas, TX 75231
87
Wealthminder
score

Eric Smith (CRD# 6058291) is an Investment Advisor Representative working at L & B Realty Advisors, LLP in Dallas, TX and has 1 year of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.