wiseradvisor.com
  • About Us
  • Benefits
  • Learn More
  • Contact Us

Capitalguard Financial and Insurance Services

Capitalguard Financial and Insurance Services | Financial Advisor in Dallas ,TX
Lance Riddle, CFP®

Lance Riddle, CFP®
CERTIFIED FINANCIAL PLANNER™ Certificant, CRPS®




Address:
5420 LBJ Freeway
Suite 580
Dallas, TX 75240

Map it | Directions | Website


(972) 503-9900

23 Years of Experience

  • Firm CRD# 149602
  • Series 65
  • CRD# 2195144

Capitalguard Financial and Insurance Services is a full service Retirement Planning, Investment Advisory and Insurance firm. Our company was founded in 2001 to provide a better alternative to the traditional Wall Street firm, with the belief that expert advice can only be provided with complete objectivity and transparency.

Whether you want to grow and preserve your wealth, plan for the financial security of the next generation, leave a charitable legacy or manage your risk, Capitalguard Advisors possess the comprehensive expertise to help you reach your financial goals.


  • HighLights

HIGHLIGHTS


General Information
States Licensed in: TX
Number of Years with Current Firm: 12
Work Experience: Before founding Capitalguard in 2001, Lance was a Vice-President with Bear Stearns Private Client Services where he managed over $100 million in client assets. Prior to that experience, he was employed at Merrill Lynch, specializing in retirement planning and investment management. While at Merrill Lynch he earned membership into Merrill's prestigious Executive's Club and is regarded as a local expert in the financial risks and opportunities of retirement. Lance's credentials include the series 65 securities licenses as well as life and health insurance licenses. He is a graduate of the University of Oklahoma and the College for Financial Planning in Denver, Colorado.

Lance currently teaches a retirement planning course at Brookhaven College and is the host of a weekly radio show devoted to financial and retirement planning on Legends 770 KAAM.

Speaking of his mission, Lance says, "As an independent Certified Financial Planner™ professional, I create unbiased, customized investment solutions to help build, protect and transfer my clients' wealth. I am committed to helping my clients meet and exceed their life goals and will always act honestly, with integrity, and in the best interest of my clients."
I work with the following types of clients: Individual Investors, Non-Profit Organizations, Businesses
 

Services
Investment Types: Alternative Investments, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
 

Qualifications & Memberships
Insurance and Annuity Licenses: Disability, Accident, Long Term Care, Variable Annuity, Life, Health, Annuity
Financial Organization Memberships: Financial Planning Association (FPA)
 

Firm Information
Number of Advisors in Office: Up to 10 employees
 

Compliance
Registered Investment Advisor: Yes
Investment Advisor Representative: Yes
Compliance Disclosures in Last 5 years: I have a clean record
Criminal Disclosures in Last 5 years: I have a clean record
 

Compensation & Fees
Fee Structure: I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts: $100,000.00
Compensation Methods: Based on Assets
 

Articles

Seniors shoulder a surprisingly large credit card debt burden
Younger generations of Americans have long looked up to their elders as paragons of good financial common sense. The "Greatest Generation" managed to get through the country's toughest economic conditions with a dogged attitude about saving and minimal spending. So it's surprising to find out that many seniors are facing high levels of credit card debt. more

New ways to save your money: Be smart about how you pay
What if you threw away dollar bills every time you found them in your pocket? Does it matter how you pay for your family's everyday purchases - with cash, credit/debit card or personal check? In fact, the way you choose to pay in stores and restaurants may be costing you (and the local stores you shop in) thousands of dollars a year. more

Tips to talk money with your children
These four tips are just a few ways parents get the lessons started at home with younger children. Make the conversations and real-life examples about money skills and responsibilities part of your life every day to help prepare your children for a bright future. more

Schedule a Free Initial Consultation

  • No obligation to hire
  • primarily to evaluate mutual fit.








Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 5:00 PM

Market Watch


 
Home | Privacy Policy | More Information | Terms & Conditions | Affiliate Program

By using this site you agree to our terms of service. Copyright @ 2012 WiserAdvisor.com. All Rights Reserved.