The professionals of Waypoint Financial Partners offer clients broad financial advice to equip them for educated decisions regarding their personal and business financial plans Duly registered representatives offer securities through Equitable Advisors, LLC (NY, NY), member SIPC, a broker-dealer(Equitable Financial Advisors in MI & TN)/Equitable Advisors, LLC, an SEC-registered investment advisor. Duly licensed agents offer annuities and insurance through Equitable Network, LLC; Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of Equitable Advisors, LLC.] [Waypoint Financial Partners, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.] Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Important Information & Disclosures: http://bit.ly/2f98X9d AGE-4897531.1 (Exp. 5/25) AR License Number #7373222
View Top Employees from Waypoint Financial Partners, LLCWebsite | https://www.waypointfinancialpartners.com |
Revenue | $17 million |
Employees | 14 (10 on RocketReach) |
Founded | 2017 |
Address | 6840 Carothers Parkway Suite 100, Franklin, Tennessee 37067, US |
Phone | (615) 386-6368 |
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Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
Looking for a particular Waypoint Financial Partners, LLC employee's phone or email?
The Waypoint Financial Partners, LLC annual revenue was $17 million in 2024.
Dallas George is the President and Managing Partner of Waypoint Financial Partners, LLC.
10 people are employed at Waypoint Financial Partners, LLC.
Waypoint Financial Partners, LLC is based in Franklin, Tennessee.
The NAICS codes for Waypoint Financial Partners, LLC are [523, 52].
The SIC codes for Waypoint Financial Partners, LLC are [62].