Deonna Osborn (CRD# 4544017) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Garland, TX and has over 19 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 |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Feb 2024 - Current | < 1 |
Fulfer And Associates, Inc. | Garland, TX | Apr 2022 - Current | 2 |
Cetera Advisor Networks LLC | Garland, TX | Sep 2019 - Current | 4 |
Self-employed Physical Therapist | Murphy, TX | Dec 2001 - Current | 22 |
Donna K. Fulfer | Garland, TX | Mar 2002 - Apr 2022 | 20 |
Fulfer And Associates, Inc. | Garland, TX | Jun 1990 - Apr 2022 | 31 |
Summit Brokerage Services, Inc. | Garland, TX | Sep 2016 - Sep 2019 | 3 |
Vsr Financial Services, Inc. | Overland Park, KS | Jan 2006 - Sep 2016 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2004 |
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- 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
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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