Davis Bourland (CRD# 5634215) is an Investment Advisor Representative working at Akg Financial Group in Fort Worth, TX and has over 14 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 |
|---|---|---|---|
| Akg Financial Group | Fort Worth, TX | Jun 2021 - Current | 2 |
| Akg Financial LLC | Fort Worth, TX | Jun 2021 - Current | 2 |
| Virtuoso Travel | Fort Worth, TX | Sep 2020 - Current | 3 |
| Diesslin & Associates, Inc. | Fort Worth, TX | Jun 2008 - Sep 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2009 |
- TX
-
Total Assets Under Management74MILLIONS
-
Total Number of Accounts175ACCOUNTS
-
Average Account Value$420,860
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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