Brian Sears (CRD# 2647229) is an Investment Advisor Representative working at Service Academy Capital Management LLC in Dallas, TX and has over 28 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 |
---|---|---|---|
Service Academy Capital Management | Dallas, TX | Jun 2015 - Current | 8 |
Kelson Capital LLC | New York, NY | Jul 2018 - Jan 2020 | 1 |
Purshe Kaplan Sterling Investments | Albany, NY | Jun 2015 - Jul 2016 | 1 |
Unemployed | Marina Del Rey, CA | Nov 2014 - May 2015 | < 1 |
Barclays Capital Inc. | Los Angeles, CA | Sep 2010 - Nov 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1995 |
S65 | NASAA Investment Advisors Law Examination | Oct 1999 |
- CA
- FL
- IL
- NM
- TX
-
Total Assets Under Management537MILLIONS
-
Total Number of Accounts208ACCOUNTS
-
Average Account Value$2,583,285
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA, FL, IL, NM, NY, TX
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