Juanita Finley, financial advisor Baytown TX

Juanita Finley

CRD Number: 5020657
Current Firm: Texas Capital Management

Juanita Finley (CRD# 5020657) is an Investment Advisor Representative working at Texas Capital Management in Baytown, TX and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Clemmons Weath Management Llc Dba Texas Capital Management Baytown, TX Jan 1997 - Current 27
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2016
Contact Info for Juanita R. Finley
Phone Number: 281-427-8000
Firm Website: https://www.txcm.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    215
    ACCOUNTS
  • Average Account Value
    $232,642
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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