![Arrin Simpson, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
Arrin Simpson (CRD# 6362670) is an Investment Advisor Representative working at Trajan Wealth, LLC in Frisco, TX and has over 9 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
![John Cravens, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
![Mark Patton, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Trajan Wealth, LLC | Scottsdale, AZ | Feb 2023 - Current | 1 |
Fisher Investments | Plano, TX | Aug 2021 - Feb 2023 | 1 |
Massachusetts Mutual Life Insurance Company | Dallas, TX | Feb 2021 - Aug 2021 | < 1 |
Mml Investors Services | Dallas, TX | Feb 2021 - Aug 2021 | < 1 |
The Prudential Insurance Company Of America | Tampa, FL | Mar 2020 - Feb 2021 | < 1 |
Pruco Securities | Tampa, FL | Mar 2020 - Feb 2021 | < 1 |
First Command Financial Planning, Inc. | Fort Worth, TX | Dec 2018 - Mar 2020 | 1 |
First Command Insurance Services, Inc. | Fort Worth, TX | Dec 2018 - Mar 2020 | 1 |
Needham Canine Creche | Needham, Suffolk, | Mar 2017 - Dec 2019 | 2 |
First Command Advisory Services, Inc. | Fort Worth, TX | Dec 2015 - Mar 2017 | 1 |
First Command Financial Services, Inc. | Fort Worth, TX | Oct 2014 - Mar 2017 | 2 |
First Command Financial Services, Inc. | Fort Worth, TX | Oct 2014 - Mar 2017 | 2 |
First Command Financial Planning, Inc. | Fort Worth, TX | Jun 2014 - Oct 2014 | < 1 |
Bcs Cloudmedia | London, | Sep 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
S63 | Uniform Securities State Law Examination | Aug 2014 |
- TX
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Total Assets Under Management1,365MILLIONS
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Total Number of Accounts13,372ACCOUNTS
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Average Account Value$102,108
- A percentage of assets under your management
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, LA, MI, MN, MO, MT, NC, NE, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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