Texas Financial Advisors
At Texas Financial Advisors, we have customized our services to specifically fit the financial needs of Texas residents. As a branch of the Florida Financial Advisors company, we are a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients realize their dreams. We take a personalized approach and work together with you to navigate your financial strategy. To us, it is vital that we work with you to not only identify your current financial situation but also anticipate what the future may bring: a private school, a boat, a beach house, a business venture. We know that planning for the future is all in the details, with a special focus on your career as the most important cornerstone. We take a holistic approach and factor in your company's benefits package to ensure you are maximizing your financial future. In Texas, we have offices in Dallas, Austin and Houston. Come join our team or reach out if we can help you raise your financial confidence and portfolio. Phone Dallas Office :(817) 230-4907 Phone Austin Office:(512) 430-0024 Email: info@texasfa.com
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Verified contacts
86
available on Kipplo
LinkedIn employees
91
11 to 50 range
Open roles
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no listings
Distinct roles
20
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
86 contacts with verified email or phone · masked until revealed.
- JC
James Carlson
Associate Vice President · General Business & Management
EmailPhone - CW
Curtis Warren
Junior Financial Consultant · Finance & Accounting
EmailPhone - LP
Lorenzo Penn
Junior Financial Consultant · Finance & Accounting
EmailPhone - BP
Brian Prophete
Associate Vice President · General Business & Management
EmailPhone - AA
Alex Aguirre
Regional Vice President · Sales & Business Development
EmailPhone - ME
Marshall Ellison
Regional Vice President · Sales & Business Development
EmailPhone - AN
Alexandra Neault
District Manager · Operations
EmailPhone - BM
Brayden McNeely
Associate Manager · Finance & Accounting
EmailPhone - KC
Kevin Craig
Associate Manager · Finance & Accounting
EmailPhone
Showing 9 of 86 verified contacts
Top roles at Texas Financial Advisors
20 distinct titles indexed · top 10 shown.
- 37junior financial consultant
- 4associate manager
- 4regional vice president
- 3district manager
- 3district manager, financial advisor
- 3financial advisor
- 2associate vice president
- 2financial advising intern
- 2financial consultant trainee
- 2junior financial advisor
- +10more titles
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