Generational Wealth Advisors
Generational Wealth Advisors (CRD# 135145) is a financial advisory firm headquartered in Richardson, TX. They manage $365,953,508 in 564 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management366MILLION
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Total Number of Accounts564ACCOUNTS
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Average Account Value$648,854
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, CO, FL, IL, LA, MI, NC, NY, TX
Gina Aldaz (CRD# 6569932) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 8 years of experience in the finance industry.
Norbert Butkus (CRD# 6585808) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 8 years of experience in the finance industry.
Sarah Crowe (CRD# 4659947) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 20 years of experience in the finance industry.
Jeffrey Everett (CRD# 4443268) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has 1 year of experience in the finance industry.
Heath Flock (CRD# 6012138) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 12 years of experience in the finance industry.
Bryce Gray (CRD# 4614462) is an Investment Advisor Representative working at Generational Wealth Advisors in Grosse Pointe, MI and has over 5 years of experience in the finance industry.
Stephen Hart (CRD# 6486247) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has 1 year of experience in the finance industry.
Robert Lamse (CRD# 5170744) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 17 years of experience in the finance industry.
David Richards (CRD# 2462119) is an Investment Advisor Representative working at Generational Wealth Advisors in Frisco, TX and has over 30 years of experience in the finance industry.
Michael Querard (CRD# 5909105) is an Investment Advisor Representative working at Generational Wealth Advisors in Richardson, TX and has over 12 years of experience in the finance industry.