Find and compare 2-3 vetted financial advisors
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Registered Advisors
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Dallas, Texas is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Dallas, Texas near you.
Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.
Years of Experience:
29 Years
Fee Structure
Asset Requirement: $1,000,000
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Years of Experience:
14 Years
Fee Structure
Asset Requirement: $3,000,000
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade Institutional
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
Years of Experience:
60 Years
Fee Structure
Asset Requirement: $10,000,000
Name(s) of Custodian(s):
Southwest Securities
Fee Structure
Asset Requirement: $500,000
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments
Fee Structure
Financial Services Provided:
Name(s) of Custodian(s):
TD Ameritrade
Fee Structure
Asset Requirement: $100,000
Financial Services Provided:
Years of Experience:
27 Years
Fee Structure
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial
Years of Experience:
25 Years
Fee Structure
Asset Requirement: $100,000
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments, Charles Schwab and Pershing
Years of Experience:
25 Years
Fee Structure
Asset Requirement: $500,000
Financial Services Provided:
Name(s) of Custodian(s):
BNY Mellon - Pershing
Years of Experience:
20 Years
Fee Structure
Asset Requirement: $1,000,000
Financial Services Provided:
Name(s) of Custodian(s):
Raymond James
Years of Experience:
18 Years
Fee Structure
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity/National Financial Srvs
Years of Experience:
24 Years
Fee Structure
Financial Services Provided:
Name(s) of Custodian(s):
Pershing LLC
Years of Experience:
23 Years
Fee Structure
Financial Services Provided:
Years of Experience:
25 Years
Fee Structure
Asset Requirement: $250,000
Financial Services Provided:
Years of Experience:
15 Years
Fee Structure
Asset Requirement: $0
Financial Services Provided:
Name(s) of Custodian(s):
LPL FINANCIAL LLC
Years of Experience:
8 Years
Fee Structure
Asset Requirement: $200,000
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & Co.