Davis BourlandCRD Number: 5634215
Current Firm: Akg Financial Group
Davis Bourland (CRD# 5634215) is an Investment Advisor Representative working at Akg Financial Group in Fort Worth, TX and has over 13 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Akg Financial Group||Fort Worth, TX||Jun 2021 - Current||1|
|Akg Financial LLC||Fort Worth, TX||Jun 2021 - Current||1|
|Virtuoso Travel||Fort Worth, TX||Sep 2020 - Current||2|
|Diesslin & Associates, Inc.||Fort Worth, TX||Jun 2008 - Sep 2021||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2009|
Total Assets Under Management37MILLIONS
Total Number of Accounts69ACCOUNTS
Average Account Value$533,974
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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