Dax Symonds, AIF®
Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor
EXPERIENCE
- 23 years financial industry experience
- Focused on retirement planning and individual investment planning
- Principal Advisor of the Year 2013, 2015, 2017, 2018
- MDRT Top of the Table
- Dax’s goal has always been to think of each client as his own family and help them understand and attain their financial goals throughout each phase of their life.
EDUCATION & CREDENTIALS
- Bachelors in Finance- Stephen F. Austin State University
- FNRA Series 6 & 63 securities registration
- Accredited Investment Fiduciary, AIF®
- Life and Insurance license, Group insurance license
PERSONAL
- Dax and his wife Courtney have 4 children- Turner (20), Taylor (19), Rhyce (11) & Rhyan (11). He loves spending time with his family and is an avid sports fan.
- Dax and his family are very involved with TexasNF which aids in support and funding for research for children and families affected by Neurofibromatosis.
1040326-022020
AIF®: is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.