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Creative Financial Professionals

Address:
4500 Westgrove Suite 356
Addison, TX 75001
Phone:
972-380-0063 Toll Free: 800-529-5740
Fax/Other:
972-380-0097

Our Team

Man in suit sitting at desk

James Fanning,
CFP, CRPC, ChSNC

LPL Financial Planner

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View Profile
Man in Library

Jeffery Fanning, Founder

LPL Registered Administrative Associate

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Man Sitting with a Tie

Daniel Mackey,
CLU, ChFC

LPL Financial Planner

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Woman with Camel Jacket

Titi Broadway,
FPQP, MBA

Client Services Associate

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Man Working at Desk

Alex Fridley, CRPC, AAMS

Wealth Planning Associate

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Man in suit sitting at desk

James Fanning,
CFP, CRPC, ChSNC

LPL Financial Planner

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Page Number 1

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