![Andrew Christensen, financial advisor Plano TX](/img/ws/profile-blank-sq.png)
Andrew Christensen (CRD# 6154044) is an Investment Advisor Representative working at Fisher Investments in Plano, TX and has over 11 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
![John Cravens, financial advisor Plano TX](/img/ws/profile-blank-sq.png)
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
![Mark Patton, financial advisor Plano TX](/img/ws/profile-blank-sq.png)
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Fisher Investments | Camas, WA | Sep 2019 - Current | 4 |
Lowry & Associates, Inc. | Draper, UT | Jul 2018 - Sep 2019 | 1 |
Terabit Media | Orem, UT | Jun 2018 - Sep 2019 | 1 |
Go Health | Lindon, UT | Mar 2019 - Aug 2019 | < 1 |
Amazon Inc. | West Valley City, UT | Oct 2018 - Mar 2019 | < 1 |
Inovashare Benefits, LLC | Sandy, UT | Mar 2018 - Mar 2019 | 1 |
Transamerica Financial Advisors, Inc. | So. Jordan, UT | Dec 2012 - Mar 2019 | 6 |
World Financial Group, Inc. | So. Jordan, UT | Dec 2012 - Mar 2019 | 6 |
On Q Safety | Sandy, UT | Jul 2017 - Oct 2018 | 1 |
Awesome Benefit Advisors | Sandy, UT | Apr 2015 - Jun 2017 | 2 |
Idrive Logistics | Lehi, UT | Mar 2017 - May 2017 | < 1 |
Awesome Med Supplemntal | Lehi, UT | Feb 2015 - Aug 2016 | 1 |
One Exchange | South Jordan, UT | Jul 2013 - Nov 2015 | 2 |
Extend Health A Towers Watson Company | South Jordan, UT | Jul 2013 - Sep 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2013 |
S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- TX
- WA
-
Total Assets Under Management235,943MILLIONS
-
Total Number of Accounts148,462ACCOUNTS
-
Average Account Value$1,589,251
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.