Samantha Swayze (CRD# 7808835) is an Investment Advisor Representative working at Murphy & Sylvest 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 |
|---|---|---|---|
| Murphy & Sylvest | Dallas, TX | Sep 2023 - Current | < 1 |
| Murphy & Sylvest Wealth Management | Dallas, TX | Jun 2023 - Current | < 1 |
| Student | Beaumont, TX | Jan 2021 - May 2023 | 2 |
| Student | Moscow, ID | Aug 2018 - Dec 2020 | 2 |
| Student | Coeur D' Alene, ID | Dec 2012 - Jun 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- TX
-
Total Assets Under Management321MILLIONS
-
Total Number of Accounts1,073ACCOUNTS
-
Average Account Value$299,467
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, FL, IL, LA, NC, TN, TX, VA
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