Terry Ledbetter (CRD# 4410713) is an Investment Advisor Representative working at Kopion Asset Management, LLC in Mckinney, TX and has over 21 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 |
|---|---|---|---|
| Kopion Asset Management, LLC | Houston, TX | Aug 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2002 |
- TX
-
Total Assets Under Management131MILLIONS
-
Total Number of Accounts15ACCOUNTS
-
Average Account Value$8,727,332
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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