Monica Llanas (CRD# 7839619) 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 Management Corp | Dallas, TX | Mar 2022 - Current | 2 |
| The Northan Trust Corporation | Houston, TX | May 1997 - Mar 2022 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 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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