Distinct Financial Solutions

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2220 San Jacinto Blvd Ste 110, Denton, T...

Phone Number

(940) 297-1474

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Distinct Financial Solutions

DFS Advisory is a Registered Investment Advisor based in Texas, offering advisory and consulting services for wealth management and financial planning for both personal and business purposes. Their services include financial organization, insurance, retirement planning, and business planning, aimed at helping clients achieve their financial goals regardless of their life stage or financial status. The company emphasizes independence, transparency, and a passion for serving clients, providing them with the confidence to focus on their passions. DFS Advisory does not provide legal or tax advice, encouraging clients to consult appropriate professionals for their individual circumstances.Explore more
Distinct Financial Solutions's Social MediaPopular SearchesDistinct Financial Solutions IncDistinct Financial SolutionsDistinct Financial IncWww DistinctfinancialsolutionsDistinct Bokke Investments LLPSIC Code 62,628NAICS Code 52,523Show more

Distinct Financial Solutions Org Chart

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LJ
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President, Sales & Marketing

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Dean Carto, President at Distinct Financial Solutions
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President

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Client Liasson Director

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Distinct Financial Soluti...

<$5M
1-10
Private
-
2005
LJ
Lynn JonesPresident, Sales & Marketing
<$5M
1-10
Private
-
2012
SS
Sidney SteckerClient Services Specialist
<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
-
2000
KD
Karen DohertyDirector, Operations
<$5M
1-10
Private
-
2013
DK
Dixie KendrickFounder & Wealth & Tax Advisor
<$5M
1-10
Private
-
2009
SA
Steven AberblattFinancial Planner & Tax Professional
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Distinct Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Distinct Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Distinct Financial Solutions.

Distinct Financial Solutions Tech Stack

A closer look at the technologies used by Distinct Financial Solutions

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Frequently Asked Questions Regarding Distinct Financial Solutions

What is Distinct Financial Solutions's official website?
Distinct Financial Solutions's official website is www.distinctfinancialsolutions.com
What is Distinct Financial Solutions's Revenue?
Distinct Financial Solutions's revenue is <$5 Million
What is Distinct Financial Solutions's SIC code?
Distinct Financial Solutions's SIC: 62,628
What is Distinct Financial Solutions's NAICS code?
Distinct Financial Solutions's NAICS: 52,523
How many employees does Distinct Financial Solutions have?
Distinct Financial Solutions has 1-10 employees
What industry does Distinct Financial Solutions belong to?
Distinct Financial Solutions is in the industry of: Finance, Securities Trading
What is Distinct Financial Solutions competition?
Distinct Financial Solutions top competitors include: KL Johnson Advisors, Dixie's Tax, Mosaic Asset Partners, TSS Wealth Management
What technology does Distinct Financial Solutions use?
Some of the popular technologies that Distinct Financial Solutions uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, Microsoft 365
How do I contact Distinct Financial Solutions?
Distinct Financial Solutions contact info: Phone number: (940) 297-1474 Website: www.distinctfinancialsolutions.com
What does Distinct Financial Solutions do?

DFS Advisory is a Registered Investment Advisor based in Texas, offering advisory and consulting services for wealth management and financial planning for both personal and business purposes. Their services include financial organization, insurance, retirement planning, and business planning, aimed at helping clients achieve their financial goals r... egardless of their life stage or financial status. The company emphasizes independence, transparency, and a passion for serving clients, providing them with the confidence to focus on their passions. DFS Advisory does not provide legal or tax advice, encouraging clients to consult appropriate professionals for their individual circumstances.Read More

What are Distinct Financial Solutions social media links?
Distinct Financial Solutions Linkedin page Distinct Financial Solutions Twitter page Distinct Financial Solutions Facebook page
Is Distinct Financial Solutions a public company?
Distinct Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Distinct Financial Solutions

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