Tolleson Private Wealth Management

Tolleson Private Wealth Management (CRD# 111838) is a financial advisory firm headquartered in Dallas, TX. They manage $4,532,181,047 in 2,905 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,532
    MILLION
  • Total Number of Accounts
    2,905
    ACCOUNTS
  • Average Account Value
    $1,560,131
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 pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • 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.

CA, CO, LA, NY, TX

Financial Advisors at Tolleson Private Wealth Management
Showing 1 - 10 of 26 top financial advisors.
1
Jeffrey K. Dunn
CRD#: 5422624
5500 Preston Road Ste 250, Dallas, TX 75205
96
Wealthminder
score

Jeffrey Dunn (CRD# 5422624) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 10 years of experience in the finance industry. Jeffrey Dunn 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
Gregory S. Hall
CRD#: 3135598
5500 Preston Road, Suite 250, Dallas, TX 75205
96
Wealthminder
score

Gregory Hall (CRD# 3135598) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 19 years of experience in the finance industry. Gregory Hall 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
Brandon H. Kershaw
CRD#: 4568041
5500 Preston Road, Suite 250, Dallas, TX 75205
96
Wealthminder
score

Brandon Kershaw (CRD# 4568041) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 18 years of experience in the finance industry. Brandon Kershaw 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.

4
Royce C. Ramey
CRD#: 4751664
5500 Preston Road Ste 250, Dallas, TX 75205
96
Wealthminder
score

Royce Ramey (CRD# 4751664) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 13 years of experience in the finance industry.

5
Courtney P. Pregler
CRD#: 5706672
5500 Preston Road Ste 250, Dallas, TX 75205
93
Wealthminder
score

Courtney Pregler (CRD# 5706672) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 6 years of experience in the finance industry.

6
Geoffrey C. Tran
CRD#: 5748874
5500 Preston Road Ste 250, Dallas, TX 75205
93
Wealthminder
score

Geoffrey Tran (CRD# 5748874) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 7 years of experience in the finance industry.

7
Courtney R. Allen
CRD#: 6548827
5500 Preston Road Ste 250, Dallas, TX 75205
90
Wealthminder
score

Courtney Allen (CRD# 6548827) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Courtney Allen 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.

8
Tyler P. Atha
CRD#: 5623808
5500 Preston Road Ste 250, Dallas, TX 75205
90
Wealthminder
score

Tyler Atha (CRD# 5623808) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Tyler Atha 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.

9
Ben T. Broyles
CRD#: 5666407
5500 Preston Road Ste 250, Dallas, TX 75205
90
Wealthminder
score

Ben Broyles (CRD# 5666407) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Ben Broyles 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.

10
Carmine J. Camerato Ii
CRD#: 6616611
5500 Preston Road Ste 250, Dallas, TX 75205
90
Wealthminder
score

Carmine Camerato Ii (CRD# 6616611) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Carmine Camerato Ii 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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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.