Michael Yan (CRD# 5931671) is an Investment Advisor Representative working at Westwood Wealth Management 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 |
|---|---|---|---|
| Westwood Holdings Group | Dallas, TX | Apr 2023 - Current | 1 |
| Dallas Police And Fire Pension System | Dallas, TX | Jul 2019 - Mar 2023 | 3 |
| Toyota Motors North America | Plano, TX | Oct 2018 - Apr 2019 | < 1 |
| Unemployed/consultant | Dallas, TX | Sep 2017 - Oct 2018 | 1 |
| Sentinel Trust Company | Houston, TX | Jun 2015 - Sep 2017 | 2 |
| Job Change, Time With Family | Lewisville, TX | Feb 2015 - Jun 2015 | < 1 |
| Ally Financial | Lewisville, TX | Feb 2014 - Feb 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- TX
-
Total Assets Under Management433MILLIONS
-
Total Number of Accounts383ACCOUNTS
-
Average Account Value$1,131,257
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, MD, NC, NE, NH, NJ, NM, NV, NY, OH, OK, SD, TX, VA
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