Brian Bogard, Financial Advisor

FINANCIAL ADVISOR
Brian R Bogard

CFP®, CEPA®, AAMS™
15303 N Dallas Pkwy, Tower Two Suite 1040, Addison, TX 75001opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Wealth Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Sports Enthusiast
  • Personal Fitness
  • Car Restoration
  • Pets

Team Members

  • Kristina Huston
    Registered Branch Associate
  • Bobbie Townsend
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(972) 661-0111

Fax

(877) 399-5575

Office Address

15303 N Dallas Pkwy
Tower Two Suite 1040
Addison, TX 75001opens in a new window

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