Erika Howell (CRD# 7421525) is an Investment Advisor Representative working at Cfo4life in Coppell, 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 |
---|---|---|---|
Cfo4life | Coppell, TX | Jul 2021 - Current | 2 |
Ausdal Financial Partners, Inc. | Davenport, IA | Jul 2021 - Current | 2 |
Candy & Schonwald, LLP | Dallas, TX | Dec 2020 - Jun 2021 | < 1 |
Howard, LLP | Dallas, TX | Jan 2019 - Nov 2020 | 1 |
Dallas Baptist University | Dallas, TX | Sep 2016 - Dec 2018 | 2 |
Unemployed | Dallas, TX | May 2016 - Sep 2016 | < 1 |
Martin's Mill High School | Ben Wheeler, TX | Aug 2012 - May 2016 | 3 |
Yesterland Farm | Canton, TX | Aug 2015 - Dec 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2022 |
- TX
-
Total Assets Under Management1,871MILLIONS
-
Total Number of Accounts852ACCOUNTS
-
Average Account Value$2,196,252
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- 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
AL, AR, AZ, CA, CO, FL, GA, LA, MO, NC, NE, NH, OK, TN, TX, VA, WA
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