Investment Services
Committed to helping you pursue your financial goals.
Some investment services companies put their profits above yours.
At Advancial, our investment services team is dedicated to investing in you and your future by helping you identify your financial goals and building a sound plan to pursue them. Our qualified advisors offer a full suite of financial investment services, including estimating your financial needs, minimizing the impact of taxes and portfolio diversification.
We'll provide you with personalized, professional guidance and direction on the following:
Comprehensive Financial Planning through LPL Financial, a Registered Investment Advisor
Investment Management
Retirement Planning for Individuals and Small Businesses
IRA Rollover Services
College Planning
Estate Planning
Insurance Services Available
Including life, disability, and long-term care
Our Seasoned Advisors
Ted Stanley
Ted Stanley has over 25 years of experience in the financial industry. Ted has Series 7, 63, 66 and 24 registrations through LPL Financial and is registered to offer stocks, bonds, mutual funds and many other securities instruments through broker/dealer LPL Financial. He is also licensed to sell life and disability insurance, as well as fixed and variable annuities through a number of quality carriers. Ted is available for appointments with any Houston, Lafayette or Anchorage members.
Registered states: AK, AL, CA, CO, LA, MA, MS, NC, OK, TX
Registered states: AK, AL, CA, CO, LA, MA, MS, NC, OK, TX
- Phone: 281.752.8117 x 4117
- Fax: 214.880.9538
- Email: tstanley@advancial.org
Lorenzo Ruiz III
Lorenzo Ruiz is a seasoned financial advisor with over 20 years of experience in the financial services industry. Lorenzo holds the Series 7 license through LPL Financial. Lorenzo is available for appointments at any Dallas or Oklahoma branch locations.
Registered states: CA, CO, CT, FL, IL, LA, MT, NC, NM, NV, OH, OK, PA, TX, UT, VA, WA
Registered as IAR in the following states: NV, TX
Registered states: CA, CO, CT, FL, IL, LA, MT, NC, NM, NV, OH, OK, PA, TX, UT, VA, WA
Registered as IAR in the following states: NV, TX
- Phone: 972.669.1314 x4034
- Fax: 972.231.7577
- Email: lruiz@advancial.org
Tools & Resources
Retirement Calculators
Now is the time to get ready for your future to ensure you can retire comfortably. Our calculators can help make sure you're properly prepared for your financial future.
- Based on my age, how much should I save for retirement?
- Compare the Roth 401(k) to a Traditional 401(k)
- How much retirement income may my 401(k) provide?
- I'm retired, how long will my savings last?
- Retirement income estimator
- Should I spend my money or invest in an IRA?
- Social security retirement income estimator
Knowledge Center
Ways to Build Credit
Perhaps you had good credit in the past, but now you’re experiencing a much lower credit score due to life choices or circumstances. Or, you may be building your credit for the first time. Whatever the situation, you can rely on Advancial to provide you with products that can help re-establish your payment history.
January 30, 2023
Savings Tips for Every Life Stage
Whether you’re just starting out in your career or nearing retirement, maximizing your savings may help you reach your goals and overcome any financial bumps in the road.
April 14, 2023
Credit Scores 101
Three simple digits. That’s all it takes to capture the quality of your credit history. It seems simple, but credit scores are an important tool that lenders use for virtually all loan and credit applications. Those three digits help lenders determine if they can trust you to repay a loan fully and on time.
January 18, 2023
Zero-Based Budgeting: Make Every Dollar Count
Managing your money can feel overwhelming, especially when bills, expenses, and savings goals all compete for your attention. One budgeting method that can help you take full control is zero-based budgeting.
December 15, 2025
Disclosures
