Brian Bogard, Financial Advisor located in Dallas, TX

Financial Advisor
Brian R Bogard

CFP®, CEPA®, AAMS®, AFFP®
200 Crescent Court Ste 1150, Dallas, TX 75201opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • AFFP®

    Agriculture Focused Financial Planning™

Personal Interests

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

Team Members

  • Kristina Huston
    Registered Branch Associate
    AFFP®
  • Bobbie Townsend
    Sr. Branch Office Administrator
  • Emily Mariani
    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

200 Crescent Court Ste 1150
Dallas, TX 75201opens in a new window

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