Anne BednarzCRD Number: 6382206
Current Firm: Evensky & Katz/foldes Financial Wealth Management
Anne Bednarz (CRD# 6382206) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Anne Bednarz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Evensky & Katz/foldes Financial||Lubbock, TX||Jul 2014 - Current||8|
|Evensky & Katz/foldes Financial Wealth Management||Lubbock, TX||Apr 2014 - Jul 2014||< 1|
|Evensky & Katz, LLC||Lubbock, TX||Mar 2013 - Apr 2014||1|
|Evensky & Katz LLC||Lubbock, TX||Jan 2012 - Mar 2013||1|
Total Assets Under Management2,741MILLIONS
Total Number of Accounts4,812ACCOUNTS
Average Account Value$569,714
- 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)
AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
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