Family Dynasty Advisors LLC
Family Dynasty Advisors LLC (CRD# 297082) is a financial advisory firm headquartered in Lubbock, TX. They manage $42,410,692 in 87 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management42MILLION
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Total Number of Accounts87ACCOUNTS
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Average Account Value$487,479
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Family Dynasty Advisors LLC
1
Michael Caffey (CRD# 2964656) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has over 26 years of experience in the finance industry.
2
Mandi Applegate (CRD# 6612292) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has 1 year of experience in the finance industry.
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