Unclaimed Profile

Robert Van Ogden

PENN DAVIS MCFARLAND INC·DALLAS, Texas

Series 2Clean record39 years registeredPENN DAVIS MCFARLAND INC

2626 COLE AVE STE 504, DALLAS, TX 75204CRD# 1691063Firm CRD# 110417

Profile Verification

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

Identity

Robert Van Ogden · DALLAS, TX

Registration

CRD #1691063 · PENN DAVIS MCFARLAND INC · 39 years registered

Brand Profile

Not yet started

Career History

PENN DAVIS MCFARLAND INC

Jun 1987 – present

Registrations & Exams

FINRA examinations passed

Series 2

Registration record

First registered · June 10, 1987

Years registered · 39

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENN DAVIS MCFARLAND INC

CRD 110417 · SEC 801-13038

AUM

$843M

Regulatory assets under management

Employees

247 client accounts

Services offered by PENN DAVIS MCFARLAND INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PENN DAVIS MCFARLAND INC →

Introduction

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Frequently Asked Questions

What services does Robert Van Ogden offer?

Robert Van Ogden specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.

What are Robert Van Ogden's credentials?

Robert Van Ogden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Van Ogden located?

Robert Van Ogden is based in DALLAS, Texas, working with PENN DAVIS MCFARLAND INC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.

How does Robert Van Ogden charge for services?

Robert Van Ogden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENN DAVIS MCFARLAND INC?

PENN DAVIS MCFARLAND INC has approximately 11 employees and manages $843M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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