Emely Garcia (CRD# 7513484) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Dallas, TX and has 1 year of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cedar Hill, TX | Feb 2022 - Current | 2 |
| Bank Of America, N.a. | Cedar Hill, TX | Feb 2022 - Current | 2 |
| Unemployed | Dallas, TX | Sep 2021 - Jan 2022 | < 1 |
| University Of North Texas | Dallas, TX | Aug 2018 - Jun 2021 | 2 |
| Unt College Of Computer Science And Engineering | Denton, TX | Aug 2018 - Jun 2021 | 2 |
| University Of North Texas | Denton, TX | Aug 2017 - May 2021 | 3 |
| Freedom Chevy Buick Gmc | Dallas, TX | Jun 2018 - Jul 2018 | < 1 |
| Fred Moore Day Nursery | Dallas, TX | Aug 2017 - May 2018 | < 1 |
| Unemployed | Dallas, TX | Aug 2016 - Jul 2017 | < 1 |
| Yummi Berry | Dallas, TX | Jun 2016 - Jul 2016 | < 1 |
| Unemployed | Dallas, TX | Jan 2012 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
-
Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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