Dallas, TX Preston Rd Office

Team
Updated today

Client AUM

$1,558,043,522

Clients

2,817

Advisors

5

Of 100 advisors across 61 offices

Location

7001 Preston Rd, Suite 300, Lb 32

Dallas TX 75205

Advisors at this office

5

Advisors at this office

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Thomas A

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Thomas Allred is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Hilltop Securities Inc. since 2017 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Momentum Independent Network Inc. serves individual, corporate, institutional, and retirement plan clients with investment advisory, portfolio management, financial planning, brokerage, execution, clearing, and custody services. The firm offers both discretionary and non-discretionary portfolio solutions, utilizing a range of asset-allocation and analytical strategies, and distinguishes itself by integrating broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Gilbert H

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Gilbert Herrick Jr. is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has been with Momentum Independent Network since 2003. Outside of his advisory role, he serves on the finance committee of Wilshire Baptist Church. Momentum Independent Network Inc. provides investment advisory, portfolio management, financial planning, and brokerage services to individuals, corporate and institutional clients, and retirement plans. The firm offers a range of managed account programs and integrates broker-dealer operations with banking and municipal advisory services within the Hilltop group.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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John C

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

John Coyle is a financial advisor at Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses with 31 years of industry experience. His prior roles include positions at Hilltop Securities Inc. and Oppenheimer. Momentum Independent Network serves a diverse client base including individuals, high-net-worth, charitable, corporate, institutional, and banking/thrift clients through advisory and brokerage services. The firm uses a platform model that incorporates third-party managers and Envestnet for investment advice, account management, and offers various managed account options along with integration with Hilltop affiliates for municipal bond strategies and cash management features.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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Lowell J

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Lowell Johnson is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at SWS Financial Services since 2009. Momentum Independent Network serves a diverse client base including individual, high-net-worth, charitable, corporate, and institutional clients. The firm offers a range of investment advisory programs, managed accounts, financial planning, and brokerage services, utilizing a platform model with third-party managers and integrated solutions through Hilltop affiliates.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
user avatar

Greg R

Series 63, Series 65

Dallas, TX

Momentum Independent Network Inc.

Greg Regan is a financial advisor with Momentum Independent Network Inc. in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with SWS Financial Services since 2003. Momentum Independent Network serves a diverse client base, including individual, high-net-worth, charitable, corporate, institutional, and banking/thrift clients, offering a range of advisory and brokerage services. The firm operates through a platform model utilizing third-party managers and Envestnet for investment advice, account management, and trading services, with notable integration of Hilltop affiliates in its municipal bond strategies and cash management programs.

Tax-loss harvesting Wealth management Retirement income strategy Private / alternative investments Founder/Business Owner Retired Executive
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