Advisor at Gateway Financial Advisors Texas, 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
Gateway Financial Advisors Texas, LLC
Location
Lampasas, TX 76650
Credentials
Series 63, Series 66
Industry experience
31 years
$250,000 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001+: Negotiable
Insurance product commissions are earned by Diane Hall separately from advisory fees
Account minimum: $250,000 Fee-only: Ongoing Comprehensive Financial Planning: $100.00 per month, Initial comprehensive plan fee: $500 (may be reduced or waived)
ATO Capital Global Corp
2025 - Present (1 year)
Cambridge Investment Research, Inc.
2022 - Present (4 years)
Gateway Financial Advisors Texas, LLC
2022 - Present (4 years)
Smarter Financial Solutions
2021 - 2022 (1 year)
CAMBRIDGE INVESTMENT RESEARCH Advisors, INC
2012 - 2021 (9 years)
Cambridge Investment Research, Inc.
2012 - 2021 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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