Mandi Applegate (CRD# 6612292) is an Investment Advisor Representative working at Family Dynasty Advisors LLC in Lubbock, TX and has 1 year of experience in the finance industry.
CRD# 5631324
Astoria Strategic Wealth, Inc.
CRD# 3037337
State Farm Investment Management Corp.
CRD# 3181090
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Family Dynasty Advisors LLC | Lubbock, TX | Oct 2021 - Current | 2 |
Concord Medical Group | Lubbock, TX | Oct 2020 - Oct 2021 | 1 |
Nylife Securites LLC | Lubbock, TX | May 2018 - Oct 2020 | 2 |
Alph Capital Strategies | Lubbock, TX | Jan 2017 - Oct 2020 | 3 |
Kuykendall & Schneider Inc. | Lubbock, TX | Feb 2016 - Dec 2016 | < 1 |
Umc | Lubbock, TX | Nov 2015 - Jan 2016 | < 1 |
Plainscapital Bank Wealth Management | Lubbock, TX | Jun 2012 - Nov 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TX
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts87ACCOUNTS
-
Average Account Value$487,479
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
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.