DeRamus Wealth Management, Wealth Management Company Dallas Fort Worth TX

DeRamus Wealth Management, LLC
Wealth Management Company Dallas-Fort Worth TX
12655 N. Central Expressway, Ste. 1016, Dallas, TX 75243

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Phone: 972.235.9090

 

DeRamus Wealth Management Staff

Lawrence DeRamus - President/CEO


Lawrence DeRamus is Founder and President of DeRamus Wealth Management, LLC (formerly Capital Advisors Group). He has over 15 years of combined business, real estate, and financial services experience. Before becoming a fully-licensed wealth management professional, Mr. DeRamus had successful careers at Texas Instruments as an Engineer and in the US military as an Army helicopter pilot and Captain. Active both personally and professionally, Lawrence has served on a number of not-for-profit boards. He provides investment advice to large organizations such as Texas retirement entities and to Fortune 1000 corporations; as well as to individuals and families.

Mr. DeRamus graduated from West Point with a BS and from the University of Dallas with an MBA. He also completed the Professional Development Institute’s School of Financial Planning and and completed specialized coursework at the University of Pennsylvania’s Wharton School in Using Financial Statements in business. Mr. DeRamus is a member of the Financial Planning Association and Institute of Certified Financial Planners. He is a US Patent holder and father of three daughters.

Mr. DeRamus holds the following licenses: FINRA Series 7 • Series 63

DeRamus Wealth Management, LLC
12655 N. Central Expressway, Ste. 1016
Dallas, TX 75243
PH: 972.235.9090 | FX:469.484.7235

 
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DeRamus Wealth Management LLC. is an independent firm with securities offered through Summit Brokerage Services Inc., member FINRA/SIPC. Advisory Services offered through Summit Financial Group Inc., a Registered Investment Adviser.

A Registered Representative may only transact business in states where they are registered, or exempt from registration. Currently we are registered in AL, AZ, CA, CO, FL, GA, LA, MT, NJ, OR, TX and VA. If your resident state is not listed, please contact us at 972.235.9090. Under normal circumstances, securities licensing procedures for additional states may take 24-72 hours. We will not effect or attempt to effect securities transactions, or provide personalized investment advice to, or communicate directly with residents in a state in which a Representative is not registered.

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