Unclaimed Profile

Alan Keith Goldfarb

WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD·DALLAS, Texas

Series 1, Series 24, Series 63, Series 65Clean record25 years registeredWEAVER AND TIDWELL FINANCIAL ADVISORS, LTD

12221 MERIT DRIVE, DALLAS, TX 75251CRD# 224200Firm CRD# 115150

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Keith Goldfarb · DALLAS, TX

Registration

CRD #224200 · WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD · 25 years registered

Brand Profile

Not yet started

Career History

NOVAK & POWELL FINANCIAL SERVICES, INC.

Aug 2022 – present

XO WEALTH MANAGEMENT

Jun 2022 – Sep 2022

DALLAS, TX

APELLA CAPITAL

Jan 2020 – Nov 2021

DALLAS, TX

BACON FINANCIAL MANAGEMENT, INC DBA FINANCIAL STRATEGIES GROUP

Nov 2014 – Jan 2020

DALLAS, TX

CONCERT WEALTH MANAGEMENT

Nov 2012 – Jul 2015

DALLAS, TX

BACON FINANCIAL MANAGEMENT, INC DBA FINANCIAL STRATEGIES GROUP

Feb 2007 – Dec 2020

DALLAS, TX

WEAVER WEALTH MANAGEMENT

Dec 2001 – Dec 2012

DALLAS, TX

FINANCIAL STRATEGIES ADVISORY CORPORATION

Feb 2001 – Dec 2003

DALLAS, TX

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Series 65

Registration record

First registered · February 26, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD

CRD 115150 · SEC 801-61306

AUM

$35M

Regulatory assets under management

Employees

41 client accounts

Services offered by WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD →

Introduction

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Frequently Asked Questions

What services does Alan Keith Goldfarb offer?

Alan Keith Goldfarb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DALLAS, Texas for a consultation.

What are Alan Keith Goldfarb's credentials?

Alan Keith Goldfarb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Keith Goldfarb located?

Alan Keith Goldfarb is based in DALLAS, Texas, working with WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Alan Keith Goldfarb charge for services?

Alan Keith Goldfarb'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 WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD?

WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD has approximately 3 employees and manages $35M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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