Mandi Lynn Applegate
Investment Adviser Representative at Family Dynasty Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mandi Lynn Applegate is an investment adviser representative with Family Dynasty Advisors LLC in Lubbock, TX, where they have been registered since 2022, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nylife Securites LLCMay 2018 – Oct 2020Lubbock, TX
- ALPH Capital StrategiesJan 2017 – Oct 2020Lubbock, TX
- Kuykendall & Schneider Inc.Feb 2016 – Dec 2016Lubbock, TX
- Family Dynasty Advisors LLCOct 2021 – no end date reportedLubbock, TX
- Concord Medical GroupOct 2020 – Oct 2021Lubbock, TX
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Family Dynasty Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Estimated blended rate
- 0.0065
- All Assets0.65%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers investment management (including 401K/403B and a proprietary ETF), financial planning, wealth management strategies, trust management/administration, insurance, and annuities. It also partners with estate attorneys, CPAs and tax advisors, insurance agents, and business consultants to complement its services.
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 2
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lubbock, TX
- SEC file number:
- 801-127497
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 17, 2026
View full firm profileOther advisors at Family Dynasty Advisors LLC
1 other advisor in the directory
View Family Dynasty Advisors LLC firm profileSimilar advisors in Lubbock, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mandi Lynn Applegate has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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