TALIS ADVISORY SERVICES, LLC

Asset Manager

Founded in Hidden

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  1. Headcount: Hidden
  2. Assets Under Management: Hidden

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Paxton Kelso

Paxton is the insurance and wealth and income planning expert. He puts an emphasis on client service and value. Paxton focuses on client relationships by incorporating educational processes and a planning-based approach.

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The Business Journal
February 18, 2015
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Talis Advisory Services LLC

See incorrect or outdated information? If you are an authorized representative of this company you can use our change form to claim and alter this information. A researcher from the Dallas Business Journal will verify and publish your changes.

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The Business Journals Business directory
December 22, 2013
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Advisers can and should offer fiduciary advice

I am really confused about the letter “Many don't need fiduciary advice” (March 14) from Jon Lovecchio, principal of Jon Lovecchio Financial Services Inc. Using The Committee for the Fiduciary Standard's five-point mom-and-apple-pie definition of ...

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Investment News
April 9, 2011
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The Best Financial Planners in Dallas 2012

Carter Financial Management Raymond James, Dallas, 214-363-4200 Category of Excellence: Client Education & Customer Service Model Calandro Group Merrill Lynch, Dallas, 214-969-2324 Category of Excellence: Client Education & Customer Service Model ...

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Dmagazine
February 17, 2015
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David Fida

Client types are by firm, and represent a percentage of assets under management. For additional information on David Fida’s client base, please contact the advisor. When financial advisors have events in their practice that could influence their ability ...

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USNews
April 14, 2013
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Dave Richards

David specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement ...

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The Business Journal
July 21, 2015
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Dave Richards

David specializes in advising a range of clients including high net worth individuals, investment committees for endowments, foundations and pension plans, as well as working with companies to construct highly diversified, low-cost 401(k) retirement ...

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The Business Journal
July 20, 2015
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Paxton Kelso

Paxton is the insurance and wealth and income planning expert. He puts an emphasis on client service and value. Paxton focuses on client relationships by incorporating educational processes and a planning-based approach.

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The Business Journal
February 17, 2015
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David Smith

Client types are by firm, and represent a percentage of assets under management. For additional information on David Smith’s client base, please contact the advisor. When financial advisors have events in their practice that could influence their ability ...

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USNews
April 2, 2012
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Stephen T. Hart

Stephen is a Financial Advisor who helps clients develop a plan for retirement, manage investments and rebalance their portfolio. I help people realize their full potential. Stephen T. Hart, CFP® has been with Talis Advisors since March 2015. His role as ...

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Nerd Wallet
July 20, 2015
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