Unclaimed Profile

Jeffrey Rugeley Dillard

TAILWIND ADVISORS, LLC·FORT WORTH, Texas

Clean recordTAILWIND ADVISORS, LLC

1320 S UNIVERSITY DR, FORT WORTH, TX 76107CRD# 5656679Firm CRD# 150081

Profile Verification

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

Identity

Jeffrey Rugeley Dillard · FORT WORTH, TX

Registration

CRD #5656679 · TAILWIND ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffrey Rugeley Dillard is a registered financial advisor based in FORT WORTH, Texas, affiliated with TAILWIND ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

TAILWIND ADVISORS, LLC

TAILWIND ADVISORS

AUM

$1.5B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TAILWIND ADVISORS, LLC →

Services

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5656679

Firm CRD# 150081

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Rugeley Dillard offer?

Jeffrey Rugeley Dillard specializes in Investment Management, Retirement Planning. Contact their office in FORT WORTH, Texas for a consultation.

What are Jeffrey Rugeley Dillard's credentials?

Jeffrey Rugeley Dillard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Rugeley Dillard located?

Jeffrey Rugeley Dillard is based in FORT WORTH, Texas, working with TAILWIND ADVISORS, LLC. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.

How does Jeffrey Rugeley Dillard charge for services?

Jeffrey Rugeley Dillard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TAILWIND ADVISORS, LLC?

TAILWIND ADVISORS, LLC has approximately 15 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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