ZachAllen- Financial Advisor Dallas, TX

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About Zach Allen

We're here to help you achieve your financial goals, manage your money and ultimately, better your life.

Unlike many other investment firms that use a cookie-cutter financial plan for all their investors, we apply our Purpose-Based Asset Management approach. By creating separate compartments for each investor's multiple purposes, we create a structure that allows for a prudent, less emotional investment decision-making process.

We believe that markets are efficient and investment returns are determined by asset allocation and the passage of time, not by manager selection or market timing.

We are focused on your security and work tirelessly toward one goal: help you achieve financial peace of mind. As a boutique money management firm, we offer you a service that is personal, private and exclusive.

We know you can go many places for financial advice, but the clients of Disciplined Advisors Group benefit from the more than six decades of investment experience in which we are backed. As an independent advisory group, our advice is not influenced by a corporate parent and we are free to choose the right solutions for you.

At Disciplined Advisors Group - trust, commitment and caring make up the foundation that provides services to our clients.

See Disclosures

General Information

Firm Start Year

1923

CRD#

5059261

Firm CRD#

105644

Name of Broker/Dealer

Cetera Advisor Networks LLC

Name of Custodial Firm

Southwest Securities

States Licensed in

TX, AZ, CO, NM

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 66

Non-Financial Organization Memberships

American Heart Association

Firm Information

Assets Managed by Firm

$50,000,000.00

Assets Managed by Advisor

$50,000,000.00

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

100,000

Compensation Methods

Based on Assets, Commissions

Fee % Based on Assets

Minimum Fee Charged for Managed Accounts

$500

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1863974/paladinregistry-Disciplined-Advisors-Group-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Zach Allen

Disciplined Advisors Group