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David Louis Neal

WHITLEY PENN FINANCIAL, L.L.P.·FORT WORTH, Texas
Unclaimed Profile
1400 WEST 7TH STREET, SUITE 400, FORT WORTH, TX 76102CRD# 4087695Firm CRD# 145467
01

About

David Louis Neal is a registered financial advisor based in FORT WORTH, Texas, affiliated with WHITLEY PENN FINANCIAL, L.L.P.. 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
WPWEALTH LLP
WPWEALTH LLP
AUM
$873M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at WPWEALTH LLP →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4087695
Firm CRD# 145467
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Louis Neal offer?
David Louis Neal specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.
What are David Louis Neal's credentials?
David Louis Neal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Louis Neal located?
David Louis Neal is based in FORT WORTH, Texas, working with WHITLEY PENN FINANCIAL, L.L.P.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does David Louis Neal charge for services?
David Louis Neal'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 WHITLEY PENN FINANCIAL, L.L.P.?
WHITLEY PENN FINANCIAL, L.L.P. has approximately 12 employees and manages $873M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
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DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
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