Era WesterCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management6,878MILLIONS
Total Number of Accounts3,293ACCOUNTS
Average Account Value$2,088,778
- 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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