Dax Symonds, AIF®

Senior Financial Representative, Principal Securities Registered Representative, Financial Advisor


  • 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.


  • 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


  • 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.



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.

Phone 817.731.5516
Fax 800.518.6156