Tommy Fincher (CRD# 1725266) is an Investment Advisor Representative working at Whitestone Wealth Advisors, LLC in Rowlett, TX and has over 36 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 |
---|---|---|---|
Whitestone Wealth Advisors, LLC | Rowlett, TX | Jan 2019 - Current | 5 |
Institute For Wealth Partners, Inc. | Dallas, TX | Nov 2016 - Dec 2018 | 2 |
Cherry Financial Partners | Dallas, TX | Nov 2012 - Nov 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1988 |
S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management9MILLIONS
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Total Number of Accounts86ACCOUNTS
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Average Account Value$106,867
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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