Holly Lansidel (CRD# 7396286) is an Investment Advisor Representative working at Burford Brothers, Inc. in Dallas, TX and has over 2 years of experience in the finance industry. Holly Lansidel 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# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Burford Brothers, Inc. | Dallas, TX | Jan 2021 - Current | 3 |
| Forget Me Not | Dallas, TX | Dec 2020 - Jan 2021 | < 1 |
| A Table | Dallas, TX | Jun 2020 - Jan 2021 | < 1 |
| Le Gourmet Baking | Dallas, TX | Feb 2019 - Jan 2021 | 1 |
| Apr Consulting | Irving, TX | Jun 2019 - Aug 2019 | < 1 |
| Student | Dallas, TX | Sep 2018 - May 2019 | < 1 |
| Health Fitness | Las Colinas, TX | Jun 2018 - Aug 2018 | < 1 |
| Capitol Pub | Dallas, TX | Jun 2018 - Aug 2018 | < 1 |
| Southern Methodist University | Dallas, TX | Aug 2016 - May 2018 | 1 |
| Yelm School District | Yelm, WA | Jun 2011 - Jun 2016 | 5 |
| Kent School District | Kent, WA | Dec 2015 - Mar 2016 | < 1 |
| Kent School District | Kent, WA | Dec 2014 - Mar 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- TX
-
Total Assets Under Management300MILLIONS
-
Total Number of Accounts738ACCOUNTS
-
Average Account Value$406,982
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
LA, TX
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