Unclaimed Profile

David Louis Neal

WHITLEY PENN FINANCIAL, L.L.P.·FORT WORTH, Texas

Clean recordWHITLEY PENN FINANCIAL, L.L.P.

1400 WEST 7TH STREET, SUITE 400, FORT WORTH, TX 76102CRD# 4087695Firm CRD# 145467

Profile Verification

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

Identity

David Louis Neal · FORT WORTH, TX

Registration

CRD #4087695 · WHITLEY PENN FINANCIAL, L.L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WPWEALTH LLP

AUM

$873M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WPWEALTH LLP →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4087695

Firm CRD# 145467

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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