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Mandi Lynn Applegate

FAMILY DYNASTY ADVISORS LLC·LUBBOCK, Texas
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4601 S. LOOP 289 SUITE 7, LUBBOCK, TX 79424CRD# 6612292Firm CRD# 297082
01

About

Mandi Lynn Applegate is a registered financial advisor based in LUBBOCK, Texas, affiliated with FAMILY DYNASTY ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
FAMILY DYNASTY ADVISORS LLC
FAMILY DYNASTY ADVISORS LLC
AUM
$42M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FAMILY DYNASTY ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6612292
Firm CRD# 297082
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mandi Lynn Applegate offer?
Mandi Lynn Applegate specializes in Investment Management, Fee-Only Advisory. Contact their office in LUBBOCK, Texas for a consultation.
What are Mandi Lynn Applegate's credentials?
Mandi Lynn Applegate is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mandi Lynn Applegate located?
Mandi Lynn Applegate is based in LUBBOCK, Texas, working with FAMILY DYNASTY ADVISORS LLC. Their office serves clients in the LUBBOCK metropolitan area and surrounding communities.
How does Mandi Lynn Applegate charge for services?
Mandi Lynn Applegate'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 FAMILY DYNASTY ADVISORS LLC?
FAMILY DYNASTY ADVISORS LLC has approximately 4 employees and manages $42M 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)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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