Farpointe Wealth Partners, Llc
Farpointe Wealth Partners is an exclusive advisor community built on a culture of collaboration and alignment. Farpointe's founders have decades of experience and the wisdom to listen first and then work with advisors to build an enduring and scalable business. Farpointe provides a superior advisor experience, along with the know-how and resources to create growth and drive enhanced value for you, your clients and your team. We are reinventing the advice profession in partnership with a select group of advisors who value trust, collaboration and meaningful relationships galvanized by a shared culture. Senior Wealth Managers offering securities through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency LLC), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 530 E. Southlake Blvd. Ste 160 Southlake TX 76092
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2
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4
1 to 10 range
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Distinct roles
2
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Monthly traffic
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- BS
Brian Stern
President · General Business & Management
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Scott Rawlins
Chief Executive Officer · General Business & Management
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Top roles at Farpointe Wealth Partners, Llc
2 distinct titles indexed · top 2 shown.
- 1chief executive officer
- 1president
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