Dustin Eldridge (CRD# 6140763) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 10 years of experience in the finance industry. Dustin Eldridge 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# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Waterloo Capital | Austin, TX | Jun 2023 - Current | < 1 |
| Team Private Wealth Management LLC | Dallas, TX | Apr 2022 - Aug 2023 | 1 |
| Tolleson Private Wealth Management | Dallas, TX | Sep 2019 - Apr 2022 | 2 |
| Carter Advisory Services | Dallas, TX | Sep 2016 - Sep 2019 | 3 |
| Raymond James Financial Services Advisors Inc. | Dallas, TX | Feb 2014 - Sep 2019 | 5 |
| Raymond James Financial Services, Inc. | Dallas, TX | Dec 2012 - Sep 2019 | 6 |
| Southwestern Investment Group | Frisco, TX | Oct 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2014 |
- TX
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Total Assets Under Management1,303MILLIONS
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Total Number of Accounts4,480ACCOUNTS
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Average Account Value$290,814
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, CA, CO, GA, LA, NC, NY, TX
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