Joseph Applewhite (CRD# 5481528) is an Investment Advisor Representative working at Applewhite & Buys Financial Advisors in Dallas, TX and has over 16 years 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 |
|---|---|---|---|
| Applewhite Financial Planning, Pllc | Dallas, TX | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2007 |
- AZ
- FL
- LA
- MS
- NC
- SC
- TX
-
Total Assets Under Management89MILLIONS
-
Total Number of Accounts626ACCOUNTS
-
Average Account Value$141,908
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, FL, LA, MS, NC, SC, TX
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