Brent Williams (CRD# 4333800) is an Investment Advisor Representative working at Lpl Financial LLC in Forney, TX and has over 19 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 |
|---|---|---|---|
| Lpl Financial LLC | Forney, TX | Feb 2022 - Current | 2 |
| Mercer Global Advisors | Rockwall, TX | Nov 2021 - Mar 2022 | < 1 |
| Lake Point Advisory Group LLC | Rockwall, TX | May 2021 - Oct 2021 | < 1 |
| Bbva Insurance Agency Inc. | Austin, TX | Jan 2021 - May 2021 | < 1 |
| Bbva Wealth Solutions, Inc. | Dallas, TX | Jan 2021 - May 2021 | < 1 |
| Bbva Usa | Birmingham, AL | Dec 2020 - May 2021 | < 1 |
| Bbva Securities Inc. | Dallas, TX | Dec 2020 - May 2021 | < 1 |
| Lpl Financial LLC | Rockwall, TX | Oct 2017 - Nov 2020 | 3 |
| American National Bank Of Texas | Rockwall, TX | Oct 2017 - Nov 2020 | 3 |
| J.p. Morgan Securities LLC | Plano, TX | Oct 2012 - Sep 2017 | 4 |
| J.p. Morgan | Dallas, TX | Nov 2011 - Sep 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2004 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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