Kamryn Markus (CRD# 7223593) is an Investment Advisor Representative working at Commonwealth Financial Network in Lewisville, TX and has 1 year 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 |
|---|---|---|---|
| Commonwealth Financial Network | San Diego, CA | Jan 2024 - Current | < 1 |
| Global Wealth Advisors | Lewisville, TX | Jan 2024 - Current | < 1 |
| Global Wealth Advisors | Lewisville, TX | Jun 2020 - Jan 2024 | 3 |
| Global Wealth Advisors | Lewisville, TX | Mar 2020 - Jun 2020 | < 1 |
| Hotworx | Lubbock, TX | Mar 2019 - Mar 2020 | 1 |
| Blake Cooper Financial Strategies | Lubbock, TX | Jul 2017 - Jan 2019 | 1 |
| Cordillera Ranch Country Club | Boerne, TX | Oct 2016 - Jul 2017 | < 1 |
| Student | Boerne, TX | Jan 2013 - May 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- TX
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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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