Joshua Hinojosa (CRD# 7631604) is an Investment Advisor Representative working at Swan Dfw Financial Solutions, LLC in Fort Worth, TX and has 1 year 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 |
|---|---|---|---|
| The Hills Church | North Richland Hills, TX | Oct 2014 - Current | 9 |
| Camp Barnabas | Purdy, MO | May 2017 - Sep 2017 | < 1 |
| High School | Fort Worth, TX | Sep 2011 - May 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TX
-
Total Assets Under Management15MILLIONS
-
Total Number of Accounts168ACCOUNTS
-
Average Account Value$86,850
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, TX
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