Warren Bane (CRD# 4958383) is an Investment Advisor Representative working at Mastodon Advisory Group in Houston, TX and has over 18 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Viceroy Systems, LLC | Houston, TX | Jul 2019 - Current | 4 |
| Mastodon Advisory Group, LLC | Houston, TX | Mar 2016 - Current | 8 |
| Healthquote Pro, LLC | Houston, TX | Dec 2015 - Current | 8 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2015 - Current | 8 |
| Sage Settlement Consulting | Houston, TX | Mar 2015 - Current | 9 |
| Viceroy Card Services, LLC | Houston, TX | Jul 2020 - Aug 2022 | 2 |
| Greystone Advisory Group, LLC | Houston, TX | Jun 2015 - Mar 2016 | < 1 |
| Federal Deposit Insurance Corporation | Dallas, TX | Aug 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- TX
-
Total Assets Under Management304MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$101,321,172
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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.