Joyce Cheng (CRD# 6840740) is an Investment Advisor Representative working at Mcgowan Group Asset Management, Inc. in Dallas, TX and has 1 year 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 |
|---|---|---|---|
| Mcgowan Group Asset Management | Dallas, TX | Jul 2018 - Current | 5 |
| Level Four Wealth Management | Plano, TX | Mar 2018 - Jun 2018 | < 1 |
| Midland Life Insurance | Dallas, TX | Jan 2018 - Mar 2018 | < 1 |
| Advisors Resource Company | Coppell, TX | Oct 2014 - Dec 2017 | 3 |
| Education | Dallas, TX | Aug 2010 - Aug 2014 | 4 |
| Abercrombie And Fitch | Dallas, TX | May 2010 - May 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- TX
-
Total Assets Under Management777MILLIONS
-
Total Number of Accounts2,061ACCOUNTS
-
Average Account Value$376,827
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CO, DE, FL, LA, NM, OK, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.