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Business Profile

Investment Advisory Services

Cardinal Financial Advisory
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
(254) 717-4426Email BusinessWrite a Review

About

Overview

Cardinal Financial Advisory

Waco, TX 76710-1243

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BBB Accreditation & Rating

Cardinal Financial Advisory is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

BBB Accredited Since: 4/30/2015

Years in Business: 13

Products and Services

Professionally Managed Portfolios

Business Details

Local BBB:
BBB Heart of Texas
BBB File Opened:
2/4/2013
Business Started:
10/1/2012
Business Started Locally:
10/1/2012
Type of Entity:
Sole Proprietorship
Business Management:
Mr. Kyle R. Lewie, Owner

Additional Contact Information

Principal Contacts
Mr. Kyle R. Lewie, Owner
Customer Contacts
Mr. Kyle R. Lewie, Owner
Additional Email Addresses
Primary: Email this Business

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
FINRA (Financial Industry Regulatory Authority)
1735 K Street
Washington DC 20006
Phone Number: (301) 590-6500
http://www.finra.org
Texas State Securities Board
208 E 10th St FL 5
Austin TX 78701
Phone Number: (512) 305-8300
http://www.ssb.state.tx.us
[email protected]
Business Categories
Investment Advisory Services

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