Sullivan Financial Partners

Sullivan Financial Partners (CRD# 114682) is a financial advisory firm headquartered in Southlake, TX. They manage $1,000,000 in 8 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $125,000
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
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 Sullivan Financial Partners
Showing 1 - 1 of 1 top financial advisors.
1
Craig S. Sullivan
CRD#: 5525141
1330 North White Chapel Blvd, Suite 200, Southlake, TX 76092
93
Wealthminder
score

Craig Sullivan (CRD# 5525141) is an Investment Advisor Representative working at Sullivan Financial Partners in Southlake, TX and has over 8 years of experience in the finance industry.

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