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Center for Investment Research
Distance: 3.2 Mi1900 Preston Rd # 267
75093 Plano -
Rushmore Investment Advisors
Distance: 5.0 Mi1424 Gables Court
75075 Plano -
Centerpoint Ventures
Distance: 9.6 MiTwo Galleria Tower 13455 Noel Road Suite 1670
75240 Dallas -
Broker Dealer Concepts, Inc
Distance: 14.8 Mi4501 Lemmon Ave
75219 Dallas -
Barrow, Hanley, Mewhinney & Strauss Inc.
Distance: 18.5 Mi3232 McKinney Ave. 15th floor
75204 Dallas
Description
Texas Financial Resources, LP - Texas Financial Advisors LLP - Financial Planners, Investment Advisors, Portfolio Managers located in Plano, TX. Stephen has more than 25 years experience in investments, beginning with E.F. Hutton in San Diego. He earned his degree in Finance from the University of Tennessee with the sole ambition of becoming an investment advisor. Through the years, his experience has centered on the design of investment portfolios that work towards meeting the needs, understanding, and risk aversion of customers who instill their trust and often life savings on the success of those designs. Stephen is responsible for portfolio design and research, and is a member of the TFR Investment Committee. His professional registrations are Series 7, 24, 53, 55, 63 and 65.