True Financial Group
True Financial Group (CRD# 285850) is a financial advisory firm headquartered in Cedar Park, TX. They manage $261,000,000 in 1,954 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management261MILLION
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Total Number of Accounts1,954ACCOUNTS
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Average Account Value$133,572
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, LA, NE, TX, WA
Financial Advisors at True Financial Group
1
Scott Brischke (CRD# 3255991) is an Investment Advisor Representative working at True Financial Group in Cedar Park, TX and has over 24 years of experience in the finance industry.
2
Marie Freemyer (CRD# 6278957) is an Investment Advisor Representative working at True Financial Group in Cedar Park, TX and has over 9 years of experience in the finance industry.
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