Carlisle WysongCRD Number: 2409895
Current Firm: Chalk Creek Partners, LLC
Carlisle Wysong (CRD# 2409895) is an Investment Advisor Representative working at Chalk Creek Partners, LLC in Fort Worth, TX and has over 22 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|Chalk Creek Partners LLC||Fort Worth, TX||Dec 2017 - Current||4|
|N/a - Traveling||Arlington, TX||Jun 2016 - Nov 2017||1|
|Carrhae Capital||London,||Aug 2011 - May 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1999|
Total Assets Under Management9MILLIONS
Total Number of Accounts11ACCOUNTS
Average Account Value$774,091
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
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