AdvisorOS Directory
Claim Profile
DB

David Jay Bennett

FPF, LLC·BURLESON, Texas
Unclaimed Profile
11805 HASSOP LANE, BURLESON, TX 76028CRD# 2648958Firm CRD# 293160
01

About

David Jay Bennett is a registered financial advisor based in BURLESON, Texas, affiliated with FPF, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EXPAND FINANCIAL GROUP, LLC
EXPAND FINANCIAL GROUP, LLC
AUM
$25M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at EXPAND FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2648958
Firm CRD# 293160
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BURLESON?

Browse all registered financial advisors in BURLESON, Texas or claim this profile if it's yours.

Browse BURLESON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Jay Bennett offer?
David Jay Bennett specializes in Financial Planning, Investment Management. Contact their office in BURLESON, Texas for a consultation.
What are David Jay Bennett's credentials?
David Jay Bennett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Jay Bennett located?
David Jay Bennett is based in BURLESON, Texas, working with FPF, LLC. Their office serves clients in the BURLESON metropolitan area and surrounding communities.
How does David Jay Bennett charge for services?
David Jay Bennett's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FPF, LLC?
FPF, LLC has approximately 3 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile