Aaron Rosenthal (CRD# 7817908) is an Investment Advisor Representative working at Cain, Watters & Associates, LLC in Frisco, 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 |
---|---|---|---|
Cain Watters & Associates, LLC | Frisco, TX | Apr 2021 - Current | 3 |
Deloitte | Dallas, TX | Sep 2019 - Apr 2021 | 1 |
Unemployed | Little Rock, AR | May 2019 - Sep 2019 | < 1 |
University Of Central Arkansas | Little Rock, TX | Aug 2018 - May 2019 | < 1 |
Arvest Bank | Little Rock, TX | Jul 2018 - Feb 2019 | < 1 |
University Of Arkansas | Fayetteville, AR | Aug 2014 - May 2018 | 3 |
Deloitte | Houston, TX | Jan 2018 - Mar 2018 | < 1 |
Collective Bias | Rogers, AR | Aug 2016 - Dec 2017 | 1 |
Johnny Tollett Cpa, Pa | Little Rock, AR | May 2016 - Aug 2016 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- TX
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Total Assets Under Management3,545MILLIONS
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Total Number of Accounts9,075ACCOUNTS
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Average Account Value$390,598
- A percentage of assets under your management
- Hourly charges
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- Educational seminars/workshops
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