Britni Mosher (CRD# 7430482) is an Investment Advisor Representative working at Captrust in Boeme, TX and has 1 year of experience in the finance industry.
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
CRD# 822926
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Capfinancial Partners, Llc (captrust) | Raleigh, NC | Sep 2021 - Current | 2 |
Covenant | Boerne, TX | Aug 2020 - Sep 2021 | 1 |
Cracker Barrel Old Country Store | Lubbock, TX | Jun 2016 - Aug 2020 | 4 |
Texas Tech University | Lubbock, TX | Aug 2017 - May 2020 | 2 |
East Texas Baptist University | Marshall, TX | Aug 2015 - May 2017 | 1 |
Frenship High School | Wolfforth, TX | Jan 2012 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- TX
-
Total Assets Under Management714,588MILLIONS
-
Total Number of Accounts76,254ACCOUNTS
-
Average Account Value$9,371,153
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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