David Renning (CRD# 7857753) 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 | May 2022 - Current | 2 |
University Of Texas At Arlington | Arlington, TX | Aug 2017 - May 2022 | 4 |
Whitley Penn | Dallas, TX | Jan 2021 - Apr 2021 | < 1 |
Cain, Watters & Associates, LLC | Plano, TX | Jun 2020 - Aug 2020 | < 1 |
Unemployed | Sachse, TX | Jun 2017 - Jul 2017 | < 1 |
Sachse High School | Sachse, TX | Aug 2013 - May 2017 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- TX
-
Total Assets Under Management3,545MILLIONS
-
Total Number of Accounts9,075ACCOUNTS
-
Average Account Value$390,598
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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