Featured Business Financial Advisor in Ft Worth, TX
Ft Worth Financial Advisors
Financial Engines Advisors, LLC
4500 Mercantile Plaza Dr, Suite 300
Ft Worth, TX 76137
(214) 705-7622
Advisor Profile
Dan Richey
Name:  Dan Richey
Phone Number:  (214) 705-7622
Website:  Visit Website
Disclosure Link:
Compliance https://legaldocs.financialengines.io/Master/FEA_ADV2A_B.pdf. If you would like to receive a copy of the Disclosure Brochure by mail, you can request one by calling Financial Engines at 1-800-601-5957." target="_blank">WiserAdvisor is a solicitor ...

About Financial Engines Advisors, LLC

Financial Engines is America's largest investment advisor1.
We help people achieve greater financial clarity by providing
professional investment management, comprehensive
financial planning and advice for everyday Americans.

Financial Engines was co-founded in 1996 by a Nobel Prize-
winning economist and we currently offer financial help to
millions of people. Our unique approach, combined with
powerful online services, dedicated advisors and personal
attention both in and outside of the workplace, promotes
greater financial wellness and helps more Americans get on
track to meet their financial goals.

1For independence methodology and ranking, see InvestmentNews RIA Data Center. (http://data.investmentnews.com/ria).
 

General Information

CRD#:    5375720
Firm CRD#:    104510
Name of Custodial Firm:    Charles Schwab
States Licensed in:    TX
Years of Experience in Financial Services:    13
Number of Years with Current Firm:    1
 

Qualifications & Memberships

Securities Licenses:    Series 7, Series 24, Series 66
 

Firm Information

Firm's Number of Clients:    9,480,515
Firm's Number of Managed Clients:    8899
Assets Managed by Firm:    $134,400,000,000
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Compensation Methods:    Based on Assets
 
 
 
Prepared By: Dan Richey