Nancy Champion (CRD# 4354406) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors 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 |
|---|---|---|---|
| Texas Capital Bank Private Wealth Advisors | Dallas, TX | Aug 2021 - Current | 2 |
| Texas Capital Bank | Dallas, TX | Aug 2021 - Current | 2 |
| Northern Trust | Dallas, TX | May 2019 - Jul 2021 | 2 |
| Independent Financial | Dallas, TX | Feb 2017 - May 2019 | 2 |
| Lee Financial Company, LLC | Dallas, TX | Jan 2014 - Feb 2017 | 3 |
- TX
-
Total Assets Under Management3,378MILLIONS
-
Total Number of Accounts1,868ACCOUNTS
-
Average Account Value$1,808,600
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, FL, LA, TX
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