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Heath Adam Flock

TALIS ADVISORY SERVICES, LLC·RICHARDSON, Texas
Unclaimed Profile
3400 NORTH CENTRAL EXPRESSWAY, RICHARDSON, TX 75080CRD# 6012138Firm CRD# 135145
01

About

Heath Adam Flock is a registered financial advisor based in RICHARDSON, Texas, affiliated with TALIS ADVISORY SERVICES, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
TALIS ADVISORY SERVICES, LLC
GENERATIONAL WEALTH ADVISORS
AUM
$366M
Regulatory assets under management
Employees
50
Total firm employees
View all advisors at TALIS ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6012138
Firm CRD# 135145
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Heath Adam Flock offer?
Heath Adam Flock specializes in Financial Planning, Investment Management. Contact their office in RICHARDSON, Texas for a consultation.
What are Heath Adam Flock's credentials?
Heath Adam Flock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Heath Adam Flock located?
Heath Adam Flock is based in RICHARDSON, Texas, working with TALIS ADVISORY SERVICES, LLC. Their office serves clients in the RICHARDSON metropolitan area and surrounding communities.
How does Heath Adam Flock charge for services?
Heath Adam Flock'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 TALIS ADVISORY SERVICES, LLC?
TALIS ADVISORY SERVICES, LLC has approximately 50 employees and manages $366M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RICHARDSON
Lori Annette Eads — BLAND GARVEY WEALTH ADVISORS, LLCJeffrey Brent Everett — TALIS ADVISORY SERVICES, LLCJohn Gill Jones — TALIS ADVISORY SERVICES, LLCJennifer Lea Perkins — TALIS ADVISORY SERVICES, LLCJohn Charles Garvey — BLAND GARVEY WEALTH ADVISORS, LLC
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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