Welcome to the FPA Dallas/Fort Worth Chapter





 

2014 FPA DFW Financial Planning Symposium

The FPA DFW Symposium was held on May 13 at the Westin Galleria in Dallas.  We are currently working on securing a date for 2015.  We hope to see you again at the FPA DFW Financial Planning Symposium in SPRING 2015!  Click here to view the event photo album.


 


 

FPA Planner Search 

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 Our unique online tool, FPA PlannerSearch®, is designed to help consumers f    find financial planners who:

  • Are a current member of FPA in good standing
  • Are a CERTIFIED FINANCIAL PLANNERtm Professional
  • Are a RIA or bank affiliate
  • Adhere to FPA's Code of Ethics
  • Abide by the FPA Standard of Care
*In accordance with FPA policy, participants in FPA PlannerSearch must be affiliated with a state or SEC-registered investment adviser or a state or federally chartered trust or banking institution, unless they are otherwise exempt from registration. Sign up for an Enhanced Listing ($99) or a Basic Listing (free) and gain visibility with thousands of potential clients a month. You must meet the eligibility requirements listed above to participate.  Sign up or renew your FPA Planner Search listing today!

 

 

FPA DFW Member Bring a Guest Program
Click here to learn more about how to invite a guest to a FPA event for FREE!  Come grow with us this year.  Certain restrictions and rules apply. 

Chapter Headlines

 

Click on the links below to learn more the FPA Dallas Forth Worth Chapter

 

FPA DFW 2014 Double Platinum Partner

 

RC Securities - www.rcsecurities.com

Realty Capital Securities’ sales, operations and executive management teams have extensive experience in financial services and provide expertise in investment program distribution, marketing and educational initiatives aimed at the direct investment industry.

  • Distributor of Programs for American Realty Capital, Healthcare Trust of America and United Development Funding Collectively Exceeding $4 Billion in Offerings
  • Wholesaling Team Members Have Raised Over $5 Billion Historically
  • RCS Management Team Members Average Over 15 Years of Industry Experience
  • Experience in the Major Broker Dealer Systems
  • Selling to Over 80,000 Registered Representatives Associated With Over 200 Broker Dealers

                                                        
 

 

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Calendar

7/29/2014
FPA NexGen Event - Topics & Tacos

7/30/2014
FPA Night at the Ballpark - 2nd Ballpark Event

8/5/2014
FPA DFW Board of Directors Meeting

8/6/2014
FPA DFW Intern Appreciation Event

8/11/2014
FPA DFW Media Training Day

 

FPA Season Tickets

  • To purchase a 2014 FPA Season Ticket call (972) 747-0407

FPA Membership

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FPA DALLAS/FORT WORTH - PO BOX 261750 - PLANO, TX 75026 - (972) 747-0407 - EXECDIR@FPADFW.ORG