Michael HeldCRD Number: 4060036
Current Firm: Tolleson Private Wealth Management
Michael Held (CRD# 4060036) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 7 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Tolleson Private Wealth Management||Dallas, TX||Mar 2013 - Current||9|
|Clifton, Larson, Allen, LLP||Dallas, TX||Nov 2008 - Feb 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management8,182MILLIONS
Total Number of Accounts3,723ACCOUNTS
Average Account Value$2,197,658
- 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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