William Wehner (CRD# 5167550) is an Investment Advisor Representative working at Eagle Strategies LLC in Frisco, TX and has over 17 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 |
|---|---|---|---|
| Eagle Strategies LLC | Frisco, TX | Jun 2017 - Current | 7 |
| Nylife Securities LLC | Frisco, TX | Apr 2017 - Current | 7 |
| New York Life Insurance Company | Frisco, TX | Mar 2017 - Current | 7 |
| Usaa Financial Advisors, Inc. | Addison, TX | Jul 2011 - Mar 2017 | 5 |
| Usaa Financial Planning Services | Addison, TX | Jul 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2006 |
- TX
-
Total Assets Under Management20,358MILLIONS
-
Total Number of Accounts95,287ACCOUNTS
-
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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