Wealthstar Advisors, LLC

Wealthstar Advisors, LLC (CRD# 164957) is a financial advisory firm headquartered in Plano, TX. They manage $671,459,524 in 2,571 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023
https://www.facebook.com/wealthstar-advisors-236422403043185/
By the Numbers
  • Total Assets Under Management
    671
    MILLION
  • Total Number of Accounts
    2,571
    ACCOUNTS
  • Average Account Value
    $261,167
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, KS, LA, NE, NH, OH, OK, TN, TX

Financial Advisors at Wealthstar Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Howard Chen, financial advisor Plano TX
Howard T. Chen
CRD#: 4567095
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Howard Chen (CRD# 4567095) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 21 years of experience in the finance industry.

2
Edmund Cordero, financial advisor Mckinney TX
Edmund O. Cordero
CRD#: 3148285
5900 S Lake Forest Drive, Suite 300, Mckinney, TX 75070

Edmund Cordero (CRD# 3148285) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Mckinney, TX and has over 25 years of experience in the finance industry.

3
Jason Dallmann, financial advisor Plano TX
Jason A. Dallmann
CRD#: 4523789
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Jason Dallmann (CRD# 4523789) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 21 years of experience in the finance industry.

4
Tony Kim, financial advisor Mckinney TX
Tony Kim
CRD#: 4070331
5900 S Lake Forest Drive, Suite 300, Mckinney, TX 75070

Tony Kim (CRD# 4070331) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Mckinney, TX and has over 24 years of experience in the finance industry.

5
Mousumi Mukherjee, financial advisor Plano TX
Mousumi Mukherjee
CRD#: 4723021
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Mousumi Mukherjee (CRD# 4723021) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 20 years of experience in the finance industry.

6
Richard Stainsby, financial advisor Plano TX
Richard C. Stainsby
CRD#: 1107512
5700 Granite Parkway, Suite 200, Plano, TX 75024

Richard Stainsby (CRD# 1107512) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 30 years of experience in the finance industry.

7
Scott Stockton, financial advisor Plano TX
Scott A. Stockton
CRD#: 2806750
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Scott Stockton (CRD# 2806750) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 27 years of experience in the finance industry.

8
Jeffrey Wolf, financial advisor Plano TX
Jeffrey R. Wolf
CRD#: 2842614
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Jeffrey Wolf (CRD# 2842614) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 27 years of experience in the finance industry.

9
Eric Wolfe, financial advisor Mckininey TX
Eric E. Wolfe
CRD#: 2738645
5900 S Lake Forest Drive, Suite 300, Mckininey, TX 75070

Eric Wolfe (CRD# 2738645) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Mckininey, TX and has over 27 years of experience in the finance industry.

10
Erik Wyse, financial advisor Plano TX
Erik L. Wyse
CRD#: 2947140
305b W Spring Creek Parkway, Suite 400, Plano, TX 75023

Erik Wyse (CRD# 2947140) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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