Certified Financial Strategies Corporation
Certified Financial Strategies Corporation (CRD# 114361) is a financial advisory firm headquartered in Dallas, TX. They manage $94,063,381 in 263 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Certified Financial Strategies Corporation
By the Numbers
-
Total Assets Under Management94MILLION
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Total Number of Accounts263ACCOUNTS
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Average Account Value$357,655
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NM, TX
Financial Advisors at Certified Financial Strategies Corporation
1
Roger Asel (CRD# 2102267) is an Investment Advisor Representative working at Certified Financial Strategies Corporation in Dallas, TX and has over 33 years of experience in the finance industry.
2
Jason Edgerton (CRD# 4453650) is an Investment Advisor Representative working at Certified Financial Strategies Corporation in Dallas, TX and has over 22 years of experience in the finance industry.
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