Advisor at Fb Advisory Services, Llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fb Advisory Services, Llc
Location
Livingston, TX
Credentials
Series 63, Series 65
Industry experience
23 years
Fixed fees for financial planning services generally range between $750 and $2,000
$0 - $99,999: 1.25% $100,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000+: 0.75%
Typically $250 per hour for consulting services
Account minimum: $100,000 Fee-only: Fixed fees for financial planning services generally range from $750 to $2,000; hourly rate typically $250
Fb Advisory Services, Llc
2007 - Present (19 years)
Tcg Consulting
2002 - Present (24 years)
Martin Financial Services Inc
1986 - Present (40 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Livingston, TX
Edward Jones
Series 66
Livingston, TX
Edward Jones
Series 63, Series 65
Livingston, TX
Fb Advisory Services, Llc
Series 65
Livingston, TX
Bird Dog Trading Corporation
Series 66
Livingston, TX
Blue Jean Financial LLC
Series 63, Series 65
Coldspring, TX
PNC Wealth Management
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