Ryan WoodCRD Number: 5843130
Current Firm: Equitable Advisors, LLC
Compensation Model: Both
Hedgefield Wealth Management LLC
Cravens Brothers Private Wealth Management LLC
Patton Fund Management, Inc.
|Axa Advisors, LLC||Dallas, TX||Mar 2011 - Current||9|
|Trinity University||San Antonio, TX||Jul 2007 - May 2011||3|
|Axa Advisors, LLC||San Antonio, TX||Aug 2010 - Feb 2011||< 1|
|Oasis||Grand Prairie, TX||May 2009 - Aug 2010||1|
|Timberview High School||Mansfield, TX||Aug 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Mar 2011|
|S66||NASAA Uniform Combined State Law Examination||May 2011|
|S24||General Securities Principal Examination (GP)||Feb 2017|
Total Assets Under Management17,885MILLIONS
Total Number of Accounts55,098ACCOUNTS
Average Account Value$324,607
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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