A complete list of active advisors currently associated with FB Advisory Services, LLC

Warmer can help you find a great advisor at FB Advisory Services, LLC or one who fits your needs even better.

FB Advisory Services provides personalized financial planning, consulting, and discretionary portfolio management for individuals, trusts, estates, charitable organizations, and small business entities. The firm typically works with individual household clients and structures modular planning engagements and ongoing portfolio oversight rather than large institutional or high-net-worth mandates. Investment management emphasizes a rules-based, trend-following growth discipline combined with a separate fixed-income discipline; the firm uses ETFs, mutual funds, bonds, occasional individual stocks, and will at times employ long/short positions or inverse ETFs, while actively managing bond duration and credit mix to match economic conditions and client objectives. Clients may specify allocations between the growth and fixed-income disciplines, and the firm discloses that all portfolios are managed primarily on a discretionary basis. The firm operates as a very small advisory practice and discloses affiliations that can affect client relationships: a principal is a licensed insurance agent and places insurance products for clients for separate, commission-based compensation, and another principal has ownership interests in tax-preparation franchises (with no formal referral compensation between the entities). FB Advisory Services also participates in an institutional custody program that provides third-party services and technology to the firm, a relationship it discloses as a potential conflict of interest.

To learn more about the advisors currently working at FB Advisory Services, 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.

Name	Location	Years of experience
David Allen	Livingston, TX	24
David Martin	Livingston, TX	24

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