Bluecrest Financial Alliances Employee Directory

Financial ServicesTexas, United States51-200 Employees

At Bluecrest Financial Alliances, we strive to assist you in understanding your financial options in this ever-changing world. We start by assessing your financial situation and we listen to your needs and goals to learn more about your objectives. Then, we work as a team to create a financial strategy designed just for you and creating legacies along the way.

Based in Dallas, we are a comprehensive financial services agency, with a clientele of thousands of local individuals, families, and businesses served through our network of financial professionals.
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Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Supervisory office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254 (972) 348-6300.

Licensing: https://www.bluecrestfa.com/

Find Bluecrest Financial Alliances employees' phone numbers or email addresses

Bluecrest Financial Alliances Global Highlights

Location
Employees

North America
84

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  • United States Of America
    84

Europe
2

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Netherlands
    1

Bluecrest Financial Alliances's Leadership

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    M. C.
    Chief Compliance Officer
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    A. G.
    Chief Wealth Strategist
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    S. S.
    President
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    S. R.
    Agency Vice President
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    R. S.
    Vice President
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    B. S.
    Managing Director Bluecrest Financial Alliances
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    H. B.
    Marketing Director
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    H. V. S.
    Director Of Business And Estate Planning
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Bluecrest Financial Alliances Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Community & Social Services
  • Accounting
  • Business
  • Legal
  • Other

Contact profiles from Bluecrest Financial Alliances

Name
Title
Contact Info
Location
Last Update
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    M. K.
    Cordinator
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    United KingdomEngland
    Nov 18, 2025
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    M. M.
    Financial Planner, Investment Adviser Representative
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    United StatesOklahoma
    Nov 12, 2025
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    W. O.
    Financial Services Professional
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    United StatesOklahoma
    Oct 24, 2025
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    W. F.
    Financial Professional
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    United StatesTexas
    Nov 16, 2025
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    N. B.
    Wealth Management Operations Specialist
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    Nov 19, 2025
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    J. O.
    Agency Compliance Administrator
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    United StatesTexas
    Oct 26, 2025
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    M. W.
    Certified Family Business Specialist
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    United StatesTexas
    Sep 08, 2025
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    M. A.
    Marketing Coordinator
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    Jan 08, 2026
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    B. G.
    Financial Advisor
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    United StatesOklahoma
    Oct 21, 2025
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    P. S.
    Financial Planner - Bluecrest Wealth Management
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    United StatesTexas
    Nov 16, 2025

Frequently Asked Questions

What is Bluecrest Financial Alliances known for?

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Bluecrest Financial Alliances was founded in 1933 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?

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Bluecrest Financial Alliances employees' email format typically follows the pattern of . 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?

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Bluecrest Financial Alliances has approximately 81 employees as of January 2026. These team members are located across 2 continents, including North AmericaEurope.

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

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

  • Chief Compliance Officer: M. C.
  • Chief Wealth Strategist: A. G.
  • President: S. S.
  • Agency Vice President: S. R.
  • Vice President: R. S.

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