Dwayne Tidwell, financial advisor The Woodlands TX

Dwayne Tidwell

CRD Number: 2612587
Current Firm: Bison Investment Advisors, LLC

Dwayne Tidwell (CRD# 2612587) is an Investment Advisor Representative working at Bison Investment Advisors, LLC in The Woodlands, TX and has over 28 years of experience in the finance industry. Dwayne Tidwell 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.

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Professional Designations
Company Name Location Dates Years
Bison Investment Advisors, LLC Houston, TX Jan 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1995
S65 NASAA Investment Advisors Law Examination Jun 1995
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Dwayne M. Tidwell
Phone Number: 281-665-3616
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    51
    MILLIONS
  • Total Number of Accounts
    296
    ACCOUNTS
  • Average Account Value
    $173,136
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

LA, TX

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