Dallas, TX 13155 Noel Rd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

3

Of 22,716 advisors across 10,432 offices

Location

13155 Noel Rd, Ste 900

Dallas TX 75240

Advisors at this office

3

Advisors at this office

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James H

Series 63, Series 66

Dallas, TX

LPL Financial

James Hendrick is a financial advisor with LPL Financial in Dallas, TX. He holds Series 63 and Series 66 designations and has eight years of industry experience. Prior to joining LPL Financial in 2024, he was self-employed for four years and has been associated with Milbern Ray & Company LLP since 2015. Outside of advising, he is the owner of Kyle Hendrick Ranch, where he raises cattle. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and services, including financial planning, retirement plan consulting, and model portfolio management, supported by research and technology-driven approaches.

College savings (529s, UTMA, etc.)
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Jaime S

Series 66

Dallas, TX

LPL Financial

Jaime Santana is a financial advisor with LPL Financial based in Dallas, TX. He holds a Series 66 designation and has 24 years of industry experience, including 17 years with LPL Financial. Outside of his advisory role, he is a business owner involved in consulting and general contracting through Minority Supply & Contracting, LLC DBA Metro Construction. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, with both discretionary and non-discretionary management supported by proprietary research and third-party models.

College savings (529s, UTMA, etc.)
user avatar

Charles C

Series 63, Series 65

Dallas, TX

LPL Financial

Charles Coronado is a financial advisor at LPL Financial in Dallas, TX, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with LPL Financial since 2009. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering a range of advisory programs, financial planning, and retirement plan consulting services.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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