Texas Financial Advisory

Texas Financial Advisory (CRD# 306413) is a financial advisory firm headquartered in San Antonio, TX. They manage $117,865,342 in 633 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
20650 Stone Oak Pkwy, #100, San Antonio, TX 78258
https://www.facebook.com/txfinadv
By the Numbers
  • Total Assets Under Management
    118
    MILLION
  • Total Number of Accounts
    633
    ACCOUNTS
  • Average Account Value
    $186,201
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Texas Financial Advisory
Showing 1 - 5 of 5 top financial advisors.
1
Brooklynn Willy, financial advisor San Antonio TX
Brooklynn C. Willy
CRD#: 5724422
20650 Stone Oak Pkwy, #100, San Antonio, TX 78258

Brooklynn Willy (CRD# 5724422) is an Investment Advisor Representative working at Texas Financial Advisory in San Antonio, TX and has over 10 years of experience in the finance industry.

2
Mario Barrera, financial advisor New Braunfels TX
Mario R. Barrera
CRD#: 7547291
524 South Seguin Avenue, New Braunfels, TX 78130

Mario Barrera (CRD# 7547291) is an Investment Advisor Representative working at Texas Financial Advisory in New Braunfels, TX and has over 2 years of experience in the finance industry.

3
Yvette Barrera, financial advisor San Antonio TX
Yvette V. Barrera
CRD#: 7306089
20650 Stone Oak Pkwy, #100, San Antonio, TX 78258

Yvette Barrera (CRD# 7306089) is an Investment Advisor Representative working at Texas Financial Advisory in San Antonio, TX and has over 4 years of experience in the finance industry.

4
Wesley Thoms, financial advisor San Antonio TX
Wesley H. Thoms
CRD#: 7797367
20650 Stone Oak Pkwy, #100, San Antonio, TX 78258

Wesley Thoms (CRD# 7797367) is an Investment Advisor Representative working at Texas Financial Advisory in San Antonio, TX and has 1 year of experience in the finance industry.

5
Tammie Tirres, financial advisor San Antonio TX
Tammie M. Tirres
CRD#: 7353265
20650 Stone Oak Pkwy, #100, San Antonio, TX 78258

Tammie Tirres (CRD# 7353265) is an Investment Advisor Representative working at Texas Financial Advisory in San Antonio, TX and has over 3 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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