Expand Financial Group, LLC

Expand Financial Group, LLC (CRD# 293160) is a financial advisory firm headquartered in Georgetown, TX. They manage $84,726,727 in 573 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1015 Vista View Dr, Unit 2102, Georgetown, TX 78626
https://expandfinancialgroup.com/
By the Numbers
  • Total Assets Under Management
    85
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $147,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, ID, LA, MT, NV, OH, OR, PA, TN, TX

Financial Advisors at Expand Financial Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
David Bennett, financial advisor Burleson TX
David J. Bennett
CRD#: 2648958
Burleson, TX

David Bennett (CRD# 2648958) is an Investment Advisor Representative working at Expand Financial Group, LLC in Burleson, TX and has over 28 years of experience in the finance industry.

2
Jay Bennett, financial advisor Burleson TX
Jay A. Bennett
CRD#: 6690190
Burleson, TX

Jay Bennett (CRD# 6690190) is an Investment Advisor Representative working at Expand Financial Group, LLC in Burleson, TX and has over 6 years of experience in the finance industry.

3
Michael Gammill, financial advisor Bozeman MT
Michael J. Gammill
CRD#: 6741624
3256 Gardenbrook Lane, Bozeman, MT 59715

Michael Gammill (CRD# 6741624) is an Investment Advisor Representative working at Expand Financial Group, LLC in Bozeman, MT and has over 6 years of experience in the finance industry.

4
Joel Bennett, financial advisor Burleson TX
Joel D. Bennett
CRD#: 7400354
Burleson, TX

Joel Bennett (CRD# 7400354) is an Investment Advisor Representative working at Expand Financial Group, LLC in Burleson, TX and has over 2 years of experience in the finance industry.

5
Brandon Berg, financial advisor Eugene OR
Brandon Berg
CRD#: 7518168
Eugene, OR

Brandon Berg (CRD# 7518168) is an Investment Advisor Representative working at Expand Financial Group, LLC in Eugene, OR and has 1 year of experience in the finance industry.

6
Brian Burman, financial advisor Sun City AZ
Brian W. Burman
CRD#: 7084026
Sun City, AZ

Brian Burman (CRD# 7084026) is an Investment Advisor Representative working at Expand Financial Group, LLC in Sun City, AZ and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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