Rex Roseman (CRD# 7417847) is an Investment Advisor Representative working at Roseman Wagner Wealth Management in Dallas, TX and has over 2 years 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 |
|---|---|---|---|
| Roseman Wagner Wealth Management | Dallas, TX | Jun 2021 - Current | 2 |
| Texas Christian University | Fort Worth, TX | Aug 2017 - Jun 2021 | 3 |
| Rwwm, Inc. | Rockin, CA | May 2020 - Aug 2020 | < 1 |
| Glenair, Inc. | Glendale, CA | Jun 2019 - Aug 2019 | < 1 |
| Rwwm, Inc. | Rocklin, CA | May 2018 - Aug 2018 | < 1 |
| Douglas Feed And Pet Supply | Granite Bay, CA | Jun 2017 - Aug 2017 | < 1 |
| Student | Walnut Creek, CA | Aug 2006 - Aug 2017 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2021 |
- CA
- TX
-
Total Assets Under Management1,111MILLIONS
-
Total Number of Accounts1,379ACCOUNTS
-
Average Account Value$805,806
- A percentage of assets under your management
- 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
AZ, CA, FL, GA, ID, MT, NE, NH, NV, OR, TX, UT, WA
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