Best Investors Account Sign in
Inactive

Nancy Dana Champion

Texas Capital Bank Private Wealth Advisors

Dallas, TX

CRD 4354406

Claim This Profile
Employer firm

Texas Capital Bank Private Wealth Advisors CRD 298422

$4.19B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Texas Capital Bank Private Wealth Advisors

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-08-13
  • TX RA
    APPROVED
    Since 2021-08-13

Branch Locations

2000 Mckinney Avenue Suite 700, Dallas, TX 75201 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lee Financial Company, Llc Dallas TX 01/2014 02/2017
Texas Capital Bank Private Wealth Advisors Dallas TX 08/2021 Present
Texas Capital Bank Dallas TX 08/2021 Present
Northern Trust Dallas TX 05/2019 07/2021
Independent Financial Dallas TX 02/2017 05/2019
Previous Registrations
Designations
  • Chartered Financial Analyst
Other Names
  • Nancy Kopper Champion
  • Nancy Dana Kopper

View on SEC IAPD

Nearby Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL

Nearby Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry

Nearby Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor