DD
Derek W. Dansby
BRAZOS WEALTH ADVISORS LLC
FORT WORTH, TX 76107
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CRD#: 5265329
DD
Professional summary
Derek William Dansby, CFP® is a registered financial advisor currently at BRAZOS WEALTH ADVISORS LLC located in Fort Worth, Texas.
Derek is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Derek has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
High Net Worth Client Needs
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) DBA - Law Office of Derek Dansby - started 06/2017 - non-investment-related - 5 hours/week (2) LLC - Dansby 1288 LLC - 01/2017 - family business owned 50% by Derek Dansby, 50% by Kim Maddin (sister) - non-investment-related - 2 hours/week (3) 2/3/2015: NON-PROFIT BOARD MEMBER - BOYS AND GIRLS CLUBS OF WICHITA FALLS - STARTED 10/15/2014 - INVESTMENT RELATED - 2 HOURS PER MONTH/1 HOUR DURING TRADING - 1318 6TH ST., WICHITA FALLS, TX 76301 (4) LLC - Dansby Heritage LLC - 10/2020 - owned 50% by Dansby 1288 LLC - manages oil and gas properties for family - PO Box 977, Iowa Park, TX 76367 (5) DBA - Dansby Brothers Farm - 1/2018 - owned 50% by Dansby 1288 LLC - cattle operation - PO Box 977, Iowa Park, TX 76367 (6) Fresh Batch Cookies LLC - 1/2017 - owned 50% by Derek Dansby - operated almost entirely by spouse (Jamie Dansby) - PO Box 977, Iowa Park, Tx 76367
CRS (Client Relationship Summary) - RIA
Click below to view Derek William Dansby's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
January 12, 2023 - Present
BRAZOS WEALTH ADVISORS LLC
Office #1: 2833 Crockett St. Ste.102, Fort Worth, TX 76107RIA
CRD#: 323508
FORT WORTH, TX
Past
March 13, 2017 - September 18, 2023
DANSBY WEALTH MANAGEMENT LLC
RIA
CRD#: 286483
IOWA PARK, TX
Past
May 1, 2013 - May 12, 2017
ADVISOR RESOURCE COUNCIL
RIA
CRD#: 164109
WICHITA FALLS, TX
Past
April 2, 2013 - June 14, 2017
LPL FINANCIAL LLC
BD
CRD#: 6413
WICHITA FALLS, TX
Past
March 5, 2007 - April 3, 2013
EDWARD JONES
RIA
CRD#: 250
WICHITA FALLS, TX
Past
February 1, 2007 - April 3, 2013
EDWARD JONES
BD
CRD#: 250
WICHITA FALLS, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BW
BRAZOS WEALTH ADVISORS LLC
BRAZOS WEALTH ADVISORS LLC
CRD#: 323508 / SEC#: 801-130548
RIA
Registered Investment Advisory firm - (6/24/2024 Approved)Texas
Registered Investment Advisory firm - (9/10/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(1/12/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
BW
BRAZOS WEALTH ADVISORS LLC
BRAZOS WEALTH ADVISORS LLC
CRD#: 323508 / SEC#: 801-130548
RIA
Registered Investment Advisory firm - (6/24/2024 Approved)Texas
Registered Investment Advisory firm - (9/10/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2833 Crockett St. Ste.102, Fort Worth, TX 76107
Mailing Address
Po Box 977, Iowa Park, TX 76367
Phone number
(682) 350-1055
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 376 |
| AUM (Assets Under Management) | $ 130,819,866 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/30/2024 | ||
| 01/17/2024 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
