CRD# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
CRD# 4578669
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portfolio Medics, LLC | Bonita Springs, FL | Nov 2020 - Current | 3 |
| Pecan Financial Services | Granbury, TX | Aug 2018 - Current | 5 |
| Pecan Plantation Ems | Granbury, TX | Aug 2018 - Current | 5 |
| Mml Investors Services, LLC | Dallas, TX | Dec 2017 - Dec 2018 | 1 |
| Massmutual Life Insurance Co | Dallas, TX | Aug 2017 - Dec 2018 | 1 |
| Self Employed | Nevada, TX | May 2017 - Sep 2017 | < 1 |
| Rec Foundation | Greenville, TX | Oct 2013 - May 2017 | 3 |
| Air Evac Ems, Inc. | Greenville, TX | May 2005 - Sep 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2018 |
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts2,499ACCOUNTS
-
Average Account Value$199,924
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.