Featured Business Financial Advisor in Dallas, TX
Dallas Financial Advisors
Disciplined Advisor Group
5005 LBJ Freeway, Suite 1410
Dallas, TX 75244
(214) 545-3305
Advisor Profile
Zach Allen
Name:  Zach Allen
Phone Number:  (214) 545-3305
Website:  Visit Website

About Disciplined Advisor Group

We?re here to help you achieve your financial goals, manage your money and ultimately, better your life.

Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process.

We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing.

We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive.

We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.

At Disciplined Advisors Group ? trust, commitment and caring make up the foundation that provides services to our clients.
 

General Information

Gender:    Male
CRD#:    5059261
Name of Broker/Dealer:    First Financial Equity Corporation
Name of Custodial Firm:    Southwest Securities
States Licensed in:    TX, AZ, CO, NM
States Willing to do Business in:    TX
Years of Experience in Financial Services:    60
Number of Years with Current Firm:    4
I work with the following types of clients:    Businesses, Individual Investors, Non-Profit Organizations
 

Education

Academic Background
 
BA in Economics from University of Texas at Austin JD in Law from University of Denver Sturm College of Law
 

Services

Investment Types:    Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    Via email, Via phone, At my office, At your home, At your office
 

Qualifications & Memberships

Securities Licenses:    Series 66, Series 7
Non-Financial Organization Memberships:    American Heart Association
 

Firm Information

Assets Managed by Firm:    $50,000,000.00
Assets Managed by Advisor:    $50,000,000.00
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    100,000.00
Compensation Methods:    Commissions, Based on Assets
Fee % Based on Assets:    .75
Minimum Fee Charged for Managed Accounts:    $500
 
 
 
Prepared By: Zach Allen