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 13 states (or territories).
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Total Assets Under Management85MILLION
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Total Number of Accounts573ACCOUNTS
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Average Account Value$147,865
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, ID, LA, MT, NV, OH, OR, PA, TN, TX, WA
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.
Jay Bennett (CRD# 6690190) is an Investment Advisor Representative working at Expand Financial Group, LLC in Burleson, TX and has over 7 years of experience in the finance industry.
Michael Gammill (CRD# 6741624) is an Investment Advisor Representative working at Expand Financial Group, LLC in Bozeman, MT and has over 7 years of experience in the finance industry.
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.
Brandon Berg (CRD# 7518168) is an Investment Advisor Representative working at Expand Financial Group, LLC in Eugene, OR and has over 2 years of experience in the finance industry.
Brian Burman (CRD# 7084026) is an Investment Advisor Representative working at Expand Financial Group, LLC in Sun City, AZ and has over 5 years of experience in the finance industry.