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
A Checklist for an Organized Estate
Estate planning is a smart thing to do to protect your assets and ease an already difficult time for your loved ones. However, starting the process and executing it effectively can be challenging. Making plans for distributing your money, home and other assets after you’re gone may be uncomfortable, but it’s important to address the topic so you and your loved ones are prepared.
July 19, 2022
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
Dinero Teens: How to Build Credit Without Wrecking It
Credit might seem like a boring adult thing, but it's a tool that helps open doors for your future. Learn how to use it wisely now!
June 11, 2025
Dinero Teens: How to Track Your Expenses: Simple Ways to Manage Your Money
Ever wonder where all your money goes? Learning to track your expenses is a key step in managing your money wisely. The good news? With the right tools and a little effort, it's easier than you think!
June 11, 2025
Disclosures
