Spectrum Advisors, Inc.

Spectrum Advisors, Inc. (CRD# 114805) is a financial advisory firm headquartered in Addison, TX. They manage $118,000,000 in 740 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    740
    ACCOUNTS
  • Average Account Value
    $159,459
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)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Spectrum Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
David R. Faulkner
CRD#: 4490886
15301 Spectrum Drive, Suite 115, Addison, TX 75001

David Faulkner (CRD# 4490886) is an Investment Advisor Representative working at Spectrum Advisors, Inc. in Addison, TX and has over 21 years of experience in the finance industry.

2
Jon M. Reppert
CRD#: 1474315
15301 Spectrum Drive Suite 115, Addison, TX 75001

Jon Reppert (CRD# 1474315) is an Investment Advisor Representative working at Spectrum Advisors, Inc. in Addison, TX and has over 37 years of experience in the finance industry.

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