Eric Eisenhard (CRD# 6691352) is an Investment Advisor Representative working at Xo Wealth Management in Dallas, TX and has over 7 years 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 |
|---|---|---|---|
| Cabot Lodge Securities LLC | New York, NY | Apr 2020 - Current | 4 |
| Xo Wealth Management | Dallas, TX | Apr 2020 - Current | 4 |
| Raymond James & Associates, Inc. | Dallas, TX | Aug 2016 - Apr 2020 | 3 |
| University Of Texas | Dallas, TX | Sep 2015 - Jun 2016 | < 1 |
| Boulder Valley Schools | Boulder, CO | Aug 2011 - Aug 2015 | 4 |
| Aurora Public Schools | Aurora, CO | Aug 2008 - Aug 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2016 |
- TX
-
Total Assets Under Management708MILLIONS
-
Total Number of Accounts1,824ACCOUNTS
-
Average Account Value$388,052
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, CA, CO, FL, GA, IL, LA, NY, OK, SC, TX
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