Christa Bass (CRD# 6269088) is an Investment Advisor Representative working at Cottonwood Capital Advisors in Irving, TX and has over 9 years of experience in the finance industry. Christa Bass has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Cottonwood Capital Advisors | Irving, TX | Jun 2021 - Current | 2 |
Commonwealth Financial Network | Waltham, MA | Jun 2021 - Mar 2023 | 1 |
Commonwealth Financial Network | Waltham, MA | Mar 2021 - Jun 2021 | < 1 |
Unemployed | Forth Worth, TX | Nov 2020 - Mar 2021 | < 1 |
Jpmorgan Chase Bank Na | Fort Worth, TX | Nov 2018 - Oct 2020 | 1 |
Jpmorgan Securities LLC | Fort Worth, TX | Nov 2018 - Oct 2020 | 1 |
J.p. Morgan Securities LLC | Chicago, IL | Nov 2013 - Oct 2018 | 4 |
Jpmorgan Chase Bank Na | Chicago, IL | Nov 2013 - Oct 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2014 |
S65 | NASAA Investment Advisors Law Examination | Apr 2021 |
- TX
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Total Assets Under Management253MILLIONS
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Total Number of Accounts196ACCOUNTS
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Average Account Value$1,288,724
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, TX
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