Nancy Lewis-Heliotes (CRD# 2532011) is an Investment Advisor Representative working at Momentum Independent Network Inc. in Dallas, TX and has over 29 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 |
|---|---|---|---|
| Hilltop Securities Independent Network | Dallas, TX | Oct 2020 - Current | 3 |
| Rotary International | Napa, CA | Nov 2012 - Current | 11 |
| Free Run Wine Company | Napa, CA | Jul 2011 - Current | 12 |
| Raymond James Financial Services Advisors Inc. | Napa, CA | Oct 2017 - Aug 2020 | 2 |
| Tri Counties Bank | Roseville, CA | Sep 2017 - Aug 2020 | 2 |
| Raymond James Financial Services, Inc. | Napa, CA | Sep 2017 - Aug 2020 | 2 |
| Cetera Advisor Network, LLC | Napa, CA | Jan 2017 - Sep 2017 | < 1 |
| Cwm, LLC | Napa, CA | Mar 2016 - Sep 2017 | 1 |
| Kuhlmann Financial | Napa, CA | Jun 2015 - Sep 2017 | 2 |
| Lpl Financial, LLC | Napa, CA | May 2015 - Jan 2017 | 1 |
| Citigroup Global Markets Inc. | Napa, CA | Nov 2006 - May 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management1,117MILLIONS
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Total Number of Accounts3,528ACCOUNTS
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Average Account Value$316,650
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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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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