Edward Whelan (CRD# 4910366) is an Investment Advisor Representative working at Emw Capital Advisors, LLC in Fort Worth, 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 |
|---|---|---|---|
| Cnr, Inc. | Fort Worth, TX | May 2021 - Current | 2 |
| Bobby Cox Companies | Fort Worth, TX | Jun 2018 - Current | 5 |
| Emw Capital Advisors LLC | Dallas, TX | Aug 2004 - Current | 19 |
| Cooper Natural Resources Inc. | Fort Worth, TX | Dec 2009 - Jun 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2005 |
- TX
-
Total Assets Under Management22MILLIONS
-
Total Number of Accounts12ACCOUNTS
-
Average Account Value$1,826,333
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
TX
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