Christine FinnCRD Number: 6237195
Current Firm: Tolleson Private Wealth Management
Christine Finn (CRD# 6237195) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 7 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Tolleson Private Wealth Management||Dallas, TX||Jan 2016 - Current||6|
|Fidelity Brokerage Services||Las Colinas, TX||Aug 2013 - Jan 2016||2|
|Marcum LLP||New York, NY||Jan 2010 - Aug 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management8,182MILLIONS
Total Number of Accounts3,723ACCOUNTS
Average Account Value$2,197,658
- 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)
AZ, CA, CO, FL, LA, NY, TX
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