Brett Beavers (CRD# 6894473) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 5 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 |
---|---|---|---|
Tiaa-cref Individual & Institutional Services, LLC | Frisco, TX | Jun 2018 - Current | 5 |
Tiaa | Frisco, TX | Jun 2018 - Current | 5 |
University Of Arkansas Department Of Athletics | Fayetteville, AR | Jan 2018 - May 2018 | < 1 |
University Of Arkansas | Fayetteville, AR | Aug 2014 - May 2018 | 3 |
Sowell Management Services | North Little Rock, AR | May 2017 - Feb 2018 | < 1 |
University Of Arkansas Department Of Athletics | Fayetteville, AR | Sep 2016 - May 2017 | < 1 |
Crews & Associates, Inc. | Little Rock, AR | Dec 2016 - Jan 2017 | < 1 |
Pleasant Valley Property Owners Association | Little Rock, AR | May 2016 - Aug 2016 | < 1 |
University Of Arkansas Department Of Athletics | Fayettville, AR | Jan 2016 - May 2016 | < 1 |
Pleasant Valley Property Owners Association | Little Rock, AR | May 2015 - Aug 2015 | < 1 |
University Of Arkansas Department Of Athletics | Fayetteville, AR | Aug 2014 - May 2015 | < 1 |
Pleasant Valley Property Owners Assocation | Little Rock, AR | May 2014 - Aug 2014 | < 1 |
Little Rock Catholic High School For Boys | Little Rock, AR | Aug 2010 - May 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2018 |
- TX
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Total Assets Under Management32,677MILLIONS
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Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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