LeadIQ logo
Learn more at LeadIQ.com
Texas Financial Advisory logo

Texas Financial Advisory Employee Directory

Financial ServicesTexas, United States0-1 Employees

Texas Financial Advisory is an independent financial advisory firm serving clients across Texas and is based in San Antonio. It has a long-standing focus on the needs of people approaching or entering retirement, developing its practice through ongoing, trusted client relationships. The firm emphasizes clear, helpful information and guidance grounded in experience, operating with a small team.

The firm positions its services as alternatives to traditional buy-and-hold approaches, offering strategies designed to help clients reach their financial goals. Capital preservation is treated as a central principle guiding client planning, with an emphasis on building a strategic foundation for a sustainable retirement income plan that protects lifestyle from unexpected events. It serves clients throughout Texas from its San Antonio base.

Find Texas Financial Advisory employees' phone numbers or email addresses

Texas Financial Advisory Global Highlights

Location
Employees

North America
12

Minus sign iconPlus sign icon
  • United States Of America
    12

Texas Financial Advisory's Leadership

  • Stylized image of a person
    Y. B.
    Vice President & Lead Advisor
    Mobile Phone
  • Stylized image of a person
    B. W. F.
    Deputy Compliance Officer
    Mobile Phone
  • Stylized image of a person
    L. C.
    Client Relations Specialist
    Mobile Phone

Texas Financial Advisory Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Texas Financial Advisory

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    Y. B.
    Vice President & Lead Advisor
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    B. W. F.
    Deputy Compliance Officer
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. C.
    Client Relations Specialist
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Texas Financial Advisory known for?

Minus sign iconPlus sign iconTexas Financial Advisory operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-210-530-****
. Explore Texas Financial Advisory's company overview page for more information.

What is Texas Financial Advisory's most common email format?

Minus sign iconPlus sign iconTexas Financial Advisory employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Texas Financial Advisory email formats with LeadIQ.

How many employees does Texas Financial Advisory have currently?

Minus sign iconPlus sign iconTexas Financial Advisory has approximately 1 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Texas Financial Advisory's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Texas Financial Advisory's key employees include:

  • Vice President & Lead Advisor: Y. B.
  • Deputy Compliance Officer: B. W. F.
  • Client Relations Specialist: L. C.

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.