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Dallas, TX Office

Team
Updated today

Client AUM

$579,131,103

Clients

298

Advisors

2

Of 3 advisors across 2 offices

Location

10000 North Central Express Way, Suite 1350

Dallas TX 75231

Advisors at this office

2

Advisors at this office

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Gary A

ChFC®, Series 63

Dallas, TX

EQ Wealth Advisors

Gary Ahr is a ChFC® professional with 45 years of experience in the financial services industry. He joined EQ Wealth Advisors in 2023 after spending 25 years with Lincoln Financial Advisors Corporation. In addition to his advisory role, he is also licensed as an agent involved in the sale of fixed life and health insurance and offers life settlements. EQ Wealth Advisors provides investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach that includes a mix of ETFs, mutual funds, individual securities, fixed income, and alternative investments, alongside tax-aware strategies and third-party research tools.

Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Toby H

Series 66

Dallas, TX

EQ Wealth Advisors

Toby Harris is a financial advisor at EQ Wealth Advisors in Dallas, TX, holding a Series 66 designation with 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Commonwealth Financial Network. EQ Wealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, foundations, and employer-sponsored plans. The firm employs an active, tactical investment approach combining ETFs, mutual funds, individual equities, fixed income, and alternative investments, along with tax-aware trading and regular rebalancing.

Tax-loss harvesting Active portfolio management Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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