Andy Pulianda, financial advisor Farmers Branch TX

Andy Pulianda

CRD Number: 4504272
Current Firm: Business & Family Financial Services

Andy Pulianda (CRD# 4504272) is an Investment Advisor Representative working at Business & Family Financial Services in Farmers Branch, TX and has over 3 years of experience in the finance industry.

Similar Advisors
Jesse Abercrombie, financial advisor Farmers Branch TX
Jesse T. Abercrombie
CRD# 4422503
Edward Jones
Similar Advisors
David Abernathy, financial advisor Farmers Branch TX
David W. Abernathy
CRD# 5460782
J.p. Morgan Securities LLC
Similar Advisors
Heath Abernathy, financial advisor Farmers Branch TX
Heath P. Abernathy
CRD# 2785474
Osaic Wealth, Inc.
Company Name Location Dates Years
Business & Family Financial Services, LLC Flower Mound, TX Sep 2021 - Current 2
Business & Family Tax Services, LLC Flower Mound, TX Sep 2021 - Current 2
Business Owner & Family Services Group, LLC Flower Mound, TX Sep 2021 - Current 2
Dng Manager, LLC Farmers Branch, TX Sep 2020 - Current 3
Panjaea, LLC Farmers Branch, TX Dec 2007 - Current 16
Dng Operator, LLC Farmers Branch, TX Dec 2017 - Mar 2020 2
Texans Can Academies Dallas, TX Aug 2012 - Aug 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2020
Contact Info for Andy G. Pulianda
Phone Number: 469-450-6900
Registered State(s):
  • TX
Current Firm Details
Business & Family Financial Services
Firm's CRD Number: 318431
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.