LeadIQ logo
Learn more at LeadIQ.com
Bluecrest Financial Alliances logo

Bluecrest Financial Alliances Employee Directory

Financial ServicesTexas, United States51-200 Employees

Bluecrest Financial Alliances is a Dallas, Texas-based financial services firm that serves individuals, families, and local businesses through a network of financial professionals. The firm begins by assessing a client’s financial situation and listening to their goals, then develops a tailored strategy designed to meet objectives and create legacies. Securities and investment advisory services are provided through registered representatives of MML Investors Services, LLC. It operates as a mid-sized presence in the regional financial services market, serving thousands of local clients through its professional network. Regulatory oversight for its securities and investment advisory activities is provided by MML Investors Services, with the supervisory office located in Dallas.

Find Bluecrest Financial Alliances employees' phone numbers or email addresses

Bluecrest Financial Alliances Global Highlights

Location
Employees

North America
88

Minus sign iconPlus sign icon
  • United States Of America
    88

Europe
2

Minus sign iconPlus sign icon
  • Netherlands
    1
  • United Kingdom Of Great Britain And Northern Ireland
    1

Bluecrest Financial Alliances's Leadership

  • Vice President Of Advisor Develpment at Bluecrest Financial Alliances
    E. H.
    Vice President Of Advisor Develpment
    Mobile Phone
  • Operations Manager at Bluecrest Financial Alliances
    J. W.
    Operations Manager
    Mobile Phone
  • Financial Services Planner at Bluecrest Financial Alliances
    J. M.
    Financial Services Planner
    Mobile Phone
  • Financial Advisor at Bluecrest Financial Alliances
    J. B. W.
    Financial Advisor
    Mobile Phone
  • Financial Services Professional at Bluecrest Financial Alliances
    A. M.
    Financial Services Professional
    Mobile Phone
  • Interim Professional at Bluecrest Financial Alliances
    B. V. D. B.
    Interim Professional
    Mobile Phone
  • Cordinator at Bluecrest Financial Alliances
    M. K.
    Cordinator
    Mobile Phone
  • Wealth Management Operations Specialist at Bluecrest Financial Alliances
    N. B.
    Wealth Management Operations Specialist
    Mobile Phone

Bluecrest Financial Alliances Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Accounting
  • Business
  • Legal
  • Other

Contact profiles from Bluecrest Financial Alliances

Name
Title
Contact
Location
Last Update
  • Financial Planner at Bluecrest Financial Alliances
    A. C. M. R. C.
    Financial Planner
    Mobile Phone
    Oct 16, 2024
  • Financial Professional at Bluecrest Financial Alliances
    C. D.
    Financial Professional
    Mobile Phone
    Oct 23, 2024
  • Financial Professional at Bluecrest Financial Alliances
    S. S.
    Financial Professional
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Bluecrest Financial Alliances known for?

Minus sign iconPlus sign iconBluecrest Financial Alliances was founded in 1933 and operates in the Financial Services industry. Explore Bluecrest Financial Alliances's company overview page for more information.

What is Bluecrest Financial Alliances's most common email format?

Minus sign iconPlus sign iconBluecrest Financial Alliances employees' email format typically follows the pattern of FLast@bluecrestfa.com. Trying to find reliable and up-to-date employee contact data? Find more Bluecrest Financial Alliances email formats with LeadIQ.

How many employees does Bluecrest Financial Alliances have currently?

Minus sign iconPlus sign iconBluecrest Financial Alliances has approximately 83 employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are Bluecrest Financial Alliances's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Bluecrest Financial Alliances's key employees include:

  • Vice President Of Advisor Develpment: E. H.
  • Operations Manager: J. W.
  • Financial Services Planner: J. M.
  • Financial Advisor: J. B. W.
  • Financial Services Professional: A. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.