Nikita Potapov Filin (CRD# 7668037) is an Investment Advisor Representative working at Fluent Financial, LLC 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 |
---|---|---|---|
Fluent Financial | Dallas, TX | Nov 2022 - Current | 1 |
Private Client Services | Dallas, TX | Nov 2022 - Current | 1 |
The Blvd Group | Dallas, TX | Jun 2022 - Nov 2022 | < 1 |
Southern Methodist University | Dallas, TX | Aug 2021 - Jun 2022 | < 1 |
Cfa Institute/student | Dallas, TX | May 2020 - Aug 2021 | 1 |
The University Of Texas At Austin/student | Austin, TX | Aug 2019 - May 2020 | < 1 |
Noble Energy | Houston, TX | May 2019 - Aug 2019 | < 1 |
The University Of Texas At Austin/student | Austin, TX | Aug 2018 - May 2019 | < 1 |
Belstone Capital | Austin, TX | Jan 2018 - Aug 2018 | < 1 |
The University Of Texas At Austin/student | Austin, TX | Aug 2017 - May 2018 | < 1 |
Ecomosaico | Moscow, | May 2017 - Aug 2017 | < 1 |
The University Of Texas At Austin/student | Austin, TX | Aug 2016 - May 2017 | < 1 |
Unemployed | Valencia, L'eliana, | May 2016 - Aug 2016 | < 1 |
Iale International School | Valencia, L'eliana, | Sep 2015 - May 2016 | < 1 |
Itf Tennis/player | Valencia, L'eliana, | Jun 2015 - Sep 2015 | < 1 |
Iale International School | Valencia, L'eliana, | Sep 2014 - Jun 2015 | < 1 |
Itf Tennis/player | Valencia, L'eliana, | Jun 2014 - Sep 2014 | < 1 |
Iale International School | Valencia, L'eliana, | Sep 2013 - Jun 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- TX
-
Total Assets Under Management288MILLIONS
-
Total Number of Accounts1,116ACCOUNTS
-
Average Account Value$257,885
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
LA, TX
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