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WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD
WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD
WEAVER WEALTH MANAGEMENT
DALLAS, Texas
·
2 registered advisors
·
CRD# 115150
SEC# 801-61306
972-960-1100
01
Firm Overview
AUM
$35M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD
2 registered advisors
Alan Keith Goldfarb
DALLAS, Texas
CRD# 224200
Reginaldo Sandoval
DALLAS, Texas
CRD# 1933712
05
Office Locations
DALLAS, Texas
2 advisors
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Data sourced from SEC Form ADV filings. WEAVER AND TIDWELL FINANCIAL ADVISORS, LTD (CRD# 115150) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.