A complete list of active advisors currently associated with Dallas Financial Advisors, LLC

Warmer can help you find a great advisor at Dallas Financial Advisors, LLC or one who fits your needs even better.

Dallas Financial Advisors provides investment advisory and financial planning services to individuals, charitable organizations, and high-net-worth clients. The firm prepares an Investment Policy Statement for each client and offers ongoing portfolio management—typically on a discretionary basis—across mutual funds, equities, fixed income, ETFs (including precious‑metal sector ETFs), REITs, annuities, and options. The firm’s investment approach combines modern portfolio theory and technical analysis and employs long‑term trading alongside options strategies (including covered and uncovered positions). DFA documents client risk tolerances, monitors accounts at least monthly, and delivers custodian statements and periodic reports while offering one‑time financial plans upon completion. What is notable in the brochure is that several of the firm’s representatives are also registered representatives of a broker‑dealer and licensed insurance agents, and the brochure discloses they may accept commissions or insurance compensation in addition to asset‑based advisory fees; those conflicts are acknowledged and are to be documented in client files. The firm also requires the use of LPL Financial as custodian and describes receipt of support services and research from LPL, which the brochure notes can present potential conflicts of interest that clients are informed about.

To learn more about the advisors currently working at Dallas Financial Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.