Spectrum Advisors, Inc.

Spectrum Advisors, Inc. (CRD# 114805) is a financial advisory firm headquartered in Addison, TX. They manage $72,500 in 437 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $166
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • 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 Spectrum Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
David R. Faulkner
CRD#: 4490886
15301 Spectrum Drive, Suite 115, Addison, TX 75001
96
Wealthminder
score

David Faulkner (CRD# 4490886) is an Investment Advisor Representative working at Spectrum Advisors, Inc. in Addison, TX and has over 14 years of experience in the finance industry. David Faulkner 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
Donald P. Goerner
CRD#: 4649381
15301 Spectrum Drive, Suite 115, Addison, TX 75001
96
Wealthminder
score

Donald Goerner (CRD# 4649381) is an Investment Advisor Representative working at Spectrum Advisors, Inc. in Addison, TX and has over 13 years of experience in the finance industry. Donald Goerner 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
Jon M. Reppert
CRD#: 1474315
15301 Spectrum Drive Suite 115, Addison, TX 75001
76
Wealthminder
score

Jon Reppert (CRD# 1474315) is an Investment Advisor Representative working at Spectrum Advisors, Inc. in Addison, TX and has over 30 years of experience in the finance industry. Jon Reppert 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.

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