Dennis
Packard
Align Wealth Management, LLC
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About this Advisor
Dennis Packard is a certified financial planner who works out of Oklahoma City, Oklahoma with a total of 17 years of industry experience. Packard is an employee of Align Wealth Management, LLC. They have worked at Align Wealth Management, Llc for their complete career. Packard holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in Oklahoma and Texas. Align Wealth Management, LLC is a firm that has its headquarters in Oklahoma City, OK. It has just five people on staff. It oversees $415 million in assets across its 991 client accounts, placing it among the bigger firms in the country by assets under management. Of its 991 customer accounts, 52% are held by high-net-worth investors who have at least $1 million in investable assets. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services usually depend on which services are offered. Fee types charged by Align Wealth Management, LLC likely consist of some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Align Wealth Management, LLC Brokerage Details
$415,407,000
5
991
$419,180
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Dennis Packard Work History
Dennis has been registered as a financial advisor for 17 years.*
Align Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Dennis Packard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Align Wealth Management, LLC
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
Oklahoma City, OK
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
