Brittyn Brender (CRD# 3182065) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 18 years of experience in the finance industry. Brittyn Brender 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.
CRD# 1286432
Equitable Advisors, LLC
CRD# 4288287
Org Partners
CRD# 5549560
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tolleson Wealth Management | Dallas, TX | Aug 2019 - Current | 4 |
| Argent Trust | Fort Worth, TX | Apr 2018 - Jul 2019 | 1 |
| Tolleson Wealth Management | Dallas, TX | Nov 2006 - Apr 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2006 |
- TX
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Total Assets Under Management8,223MILLIONS
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Total Number of Accounts4,038ACCOUNTS
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Average Account Value$2,036,520
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, LA, NC, NY, OK, TX
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