Daniel Carlton (CRD# 6956414) is an Investment Advisor Representative working at Vaquero Private Wealth, Ltd. in Dallas, TX and has 1 year 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 |
---|---|---|---|
Vaquero Private Wealth Ltd. | Dallas, TX | Nov 2022 - Current | 1 |
Goldman Sachs & Company | Dallas, TX | Nov 2019 - Nov 2022 | 3 |
Axa Advisors, LLC | New York, NY | Aug 2019 - Nov 2019 | < 1 |
Unemployed | Dallas, TX | May 2019 - Aug 2019 | < 1 |
Texas Christian University | Fort Worth, TX | Aug 2015 - May 2019 | 3 |
First Command Financial Services | Fort Worth, TX | May 2018 - Aug 2018 | < 1 |
Expeditors International | Seattle, WA | May 2017 - Aug 2017 | < 1 |
Expeditors Interntational | Seattle, WA | Jun 2016 - Aug 2016 | < 1 |
Eastside Catholic School | Sammamish, WA | Jun 2009 - Jun 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- TX
-
Total Assets Under Management680MILLIONS
-
Total Number of Accounts640ACCOUNTS
-
Average Account Value$1,063,009
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
TX
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