| Advisor Profile |
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Business Description |
Square Wealth Management L.L.C. is a financial planning and asset management company providing information, options and recommendations to allow you to make great decisions about your assets, your wealth and your life. As your wealth grows, life dosen't get easier, it gets more complex. Having a single source to look at all of your complex issues and organize them into a financial strategy will help you to have peace of mind and confindence in your goals and objectives.
But there is more to a financial plan than just addressing the tax, legal and financial issues as they relate to you and your world. By aligning your wealth with your family values gives purpose and clarity to your goals and objectives, moving from sucess to significance. |
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General Information |
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| Insurance License#: |
714642
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| Name of Broker/Dealer: |
MML Investors Services
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| States Licensed in: |
Tx, Okla, Kansas, Ga, Fl, Mo.
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| Years of Experience in Financial Services: |
15
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| Number of Years with Current Firm: |
15
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| Work Experience: |
Fee Based Financial Planner and Fee Based Asset Manager.
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| I work with the following types of clients: |
Individual Investors, Non-Profit Organizations, Businesses
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Services |
| Investment Types: |
Insurance, Annuities, Mutual Funds, Exchange Traded Funds (ETFs), Stocks, Bonds
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CFBS
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| Securities Licenses: |
Series 65, Series 7, Series 24
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| Insurance and Annuity Licenses: |
Disability, Variable Life, Long Term Care, Variable Annuity, Annuity, Life
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| Financial Organization Memberships: |
Fort Worth Business and Estate Planning Assoc.
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| Non-Financial Organization Memberships: |
Texas Bar Association
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Clients: |
150
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| Firm's Number of Planning Clients: |
100
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| Firm's Number of Managed Clients: |
125
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| Assets Managed by Firm: |
500,000
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| Advisor's Number of Clients: |
150
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| Advisor's Number of Managed Clients: |
100
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| Advisor's Number of Planning Clients: |
125
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| Assets Managed by Advisor: |
500,000
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
50,000
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| Compensation Methods: |
Based on Assets, Commissions, Flat Fee
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| Prepared By: |
Bill Ford |
Frequently Asked Questions |
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