![Brian Seitz, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
Brian Seitz (CRD# 4596715) is an Investment Advisor Representative working at Lpl Financial LLC in Frisco, TX and has over 21 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
![John Cravens, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
![Mark Patton, financial advisor Frisco TX](/img/ws/profile-blank-sq.png)
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial | Plano, TX | Jan 2013 - Current | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2002 |
S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NM
- TX
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Total Assets Under Management368,019MILLIONS
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Total Number of Accounts1,688,501ACCOUNTS
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Average Account Value$217,956
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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