Weston Pollock (CRD# 2058446) is an Investment Advisor Representative working at Smith Anglin Financial, LLC in Dallas, TX and has over 22 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 |
|---|---|---|---|
| Smith Anglin Financial, LLC | Dallas, TX | Aug 2007 - Current | 16 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Aug 2007 - Feb 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2002 |
- TX
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Total Assets Under Management1,571MILLIONS
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Total Number of Accounts3,379ACCOUNTS
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Average Account Value$465,057
- 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
- Educational seminars/workshops
- Other
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