Era Wester, financial advisor Dallas TX

Era Wester

CRD Number: 5040437
Current Firm: Tolleson Private Wealth Management

Era Wester (CRD# 5040437) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Era Wester 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.

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Professional Designations
Company Name Location Dates Years
Tolleson Private Wealth Management Dallas, TX Oct 2013 - Current 8
Cypress Point Wealth Management Dallas, TX Aug 2012 - Oct 2013 1
Tolleson Private Wealth Management Dallas, TX Jul 2007 - Aug 2012 5

Era Wester has no recent exams reported.
Contact Info for Era M. Wester
Phone Number: 214-252-3250
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,878
    MILLIONS
  • Total Number of Accounts
    3,293
    ACCOUNTS
  • Average Account Value
    $2,088,778
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, FL, LA, NY, TX

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