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Emily Nicole Niece

Guidestone Advisors
5 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Guidestone Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee

Location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Guidestone Advisors
August 2024 - Present · 1 yr 6 mos
Guidestone Financial ServicesBroker
August 2024 - Present · 1 yr 6 mos
Previous Registrations
Equitable Advisors, LLC
September 2020 - August 2024 · 3 yrs 11 mos
Equitable Advisors, LLCBroker
February 2020 - August 2024 · 4 yrs 6 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.