Advisors at this firm
Angela P
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Angela Pope is a financial advisor at Xenith Financial Advisory Services, LLC with four years of industry experience. She holds the Series 65 designation and has worked at Xenith since 2021. Prior to her advisory role, she was employed by Mesquite ISD from 2013 to 2020. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning services to a diverse client base including individuals, high-net-worth clients, charitable organizations, corporations, and municipal entities. The firm employs a comprehensive investment process utilizing multiple analytical methods and offers tailored investment policy statements for each client.
Kyle C
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Kyle Cavin is a financial advisor at Xenith Financial Advisory Services, LLC with four years of industry experience. He holds the Series 65 designation and has been with Xenith since 2021. Outside of his advisory role, he is involved with the Scottish Rite Hospital for Children, where he has been active since 2006. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, charitable organizations, and municipal entities. The firm employs a multi-method investment process and offers both discretionary and non-discretionary services tailored to each client's goals and risk tolerance.
Randall H
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Randall Hall is a financial advisor with Xenith Financial Advisory Services, LLC, holding a Series 65 designation and six years of industry experience. He has served as a part-time worship pastor at First Baptist Church Duncanville since 2019, where his duties include leading the choir and organizing worship services. Xenith Financial Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary services tailored to each client's objectives.
Timothy W
Series 63, Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Timothy Walsh is a financial advisor with Xenith Financial Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with several firms, including XF Investments, LLC, Fortune Financial Services, Inc., and World Choice Securities Inc. Outside of advising, he owns and operates an insurance agency offering property and casualty, life and health insurance, prepaid legal services, credit and debt repair services, and trust services. He is also involved in establishing Xenith Financial Ministries, a nonprofit focused on supporting church-planting efforts. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, charitable organizations, corporations, and municipal entities. The firm employs a multi-method investment process and offers both discretionary and non-discretionary services, tailoring investment policy statements to each client’s goals and risk tolerance.
Jeffrey H
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Jeffrey Hatley is a financial advisor with Xenith Financial Advisory Services, LLC, holding a Series 65 designation and five years of industry experience. He has worked at Xenith since 2019 and concurrently holds a position as a Quality Control Analyst Senior Staff at Lockheed Martin Aeronautics Company in Fort Worth, Texas. Xenith Financial Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, high-net-worth clients, charitable organizations, corporations, municipal entities, and pooled investment vehicles. The firm employs a multi-method investment process and offers both discretionary and non-discretionary services with regular account reviews.
Anand R
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Anand Rajagopalan is a financial advisor at Xenith Financial Advisory Services, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at firms including Citi and BMO Harris. In addition to his advisory role, Anand operates a registered tax advisory firm offering tax preparation and bookkeeping services. Xenith Financial Advisory Services provides portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, corporations, municipal entities, and pooled investment vehicles. The firm employs a multi-method investment approach and offers both discretionary and non-discretionary services tailored to each client's goals and risk tolerance.
Robert J
Series 65
Fort Worth, TX
Xenith Financial Advisory Services, LLC
Robert Johnson is a financial advisor at Xenith Financial Advisory Services, LLC in Fort Worth, TX, holding a Series 65 designation with four years of industry experience. He has been with Xenith since 2021 and concurrently works at McManus & Johnson Consulting Engineers, LLC. Xenith Financial Advisory Services, LLC provides portfolio management and financial planning to a range of clients including individuals, high-net-worth clients, charitable organizations, and municipal entities. The firm utilizes multiple analytical methods and offers both discretionary and non-discretionary services, preparing tailored investment policy statements and conducting regular account reviews.