![David Anderson, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
David Anderson (CRD# 7260329) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 3 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 |
---|---|---|---|
Promus Financial Group, LLC | Frisco, TX | Dec 2023 - Current | < 1 |
Eagle Strategies Lcc | Frisco, TX | May 2023 - Current | 1 |
Nylife Securities LLC | Dallas, TX | Jul 2020 - Current | 4 |
New York Life Insurance Company | Dallas, TX | Jul 2020 - Current | 4 |
Unemployoed | Celina, TX | May 2020 - Jul 2020 | < 1 |
Pga America | Palm Beach Gardens, FL | Nov 2018 - May 2020 | 1 |
Northern Texas Pga | Dallas, TX | Sep 2017 - Nov 2018 | 1 |
Jesuit College Prep | Dallas, TX | Jun 2014 - Sep 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2020 |
S65 | NASAA Investment Advisors Law Examination | May 2023 |
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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