Disciplined Investors, LLC

Disciplined Investors, LLC (CRD# 114614) is a financial advisory firm headquartered in Waco, TX. They manage $577,339,675 in 1,378 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    577
    MILLION
  • Total Number of Accounts
    1,378
    ACCOUNTS
  • Average Account Value
    $418,969
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Disciplined Investors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Russell C. Livesay
CRD#: 5328236
100 North 6th Street, Suite 500, Waco, TX 76701

Russell Livesay (CRD# 5328236) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 16 years of experience in the finance industry.

2
Sabrina L. Moore
CRD#: 6557632
100 North 6th Street, Suite 500, Waco, TX 76701

Sabrina Moore (CRD# 6557632) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 8 years of experience in the finance industry.

3
Todd D. Stoner
CRD#: 4460047
100 N. 6th St., Suite 500, Waco, TX 76701

Todd Stoner (CRD# 4460047) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has 1 year of experience in the finance industry.

4
Cheryl L. Traudt
CRD#: 6862907
100 North 6th Street, Suite 500, Waco, TX 76701

Cheryl Traudt (CRD# 6862907) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 6 years of experience in the finance industry.

5
Alexandra J. Kazanas
CRD#: 7703506
100 North 6th Street, Suite 500, Waco, TX 76701

Alexandra Kazanas (CRD# 7703506) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has 1 year of experience in the finance industry.

6
Angelo Ochoa
CRD#: 7197424
100 North 6th Street, Suite 500, Waco, TX 76701

Angelo Ochoa (CRD# 7197424) is an Investment Advisor Representative working at Disciplined Investors, LLC in Waco, TX and has over 3 years of experience in the finance industry.

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