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Benjamin Thurmond Broyles

Broyles Advisory, LLC

Dallas, TX

CRD 5666407

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Employer firm

Broyles Advisory, LLC CRD 285119

$85.1M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

Current Employers
Broyles Advisory, Llc

Dallas, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-10-26
  • TX RA
    APPROVED
    Since 2016-10-26

Branch Locations

Dallas, TX • 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
Tolleson Private Wealth Management Dallas TX 09/2003 09/2016
Broyles Advisory, Llc Dallas TX 08/2016 Present
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Ben T Broyles
  • Ben Thurmond Broyles

View on SEC IAPD

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