Andre Huaman (CRD# 5959431) is an Investment Advisor Representative working at Three Bell Capital LLC in Dallas, TX and has over 11 years 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 |
|---|---|---|---|
| Rainmaker Securities | St. Louis, MO | Sep 2017 - Current | 6 |
| Kw Securities | Larkspur, CA | Aug 2017 - Current | 6 |
| Three Bell Capital LLC | Los Altos, CA | Jul 2013 - Current | 10 |
| Emerson Equity LLC | San Mateo, CA | Nov 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
| S63 | Uniform Securities State Law Examination | Jun 2015 |
- CA
-
Total Assets Under Management3,248MILLIONS
-
Total Number of Accounts552ACCOUNTS
-
Average Account Value$5,884,834
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
CA, HI, IL, KS, MT, NC, NY, OR, TX, WA
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