Triston Hasty-Grant (CRD# 7287670) is an Investment Advisor Representative working at Cwm, LLC in Owasso, OK and has over 3 years of experience in the finance industry.
CRD# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisor Networks | El Segundo, CA | Feb 2021 - Current | 3 |
Cwm, Dba Carson Partners | Omaha, NE | Nov 2020 - Current | 3 |
Cetera Advisor Networks | El Segundo, CA | Aug 2020 - Feb 2021 | < 1 |
Farmers Insurance | Stillwater, OK | Mar 2019 - Aug 2020 | 1 |
Oklahoma State University | Stillwater, OK | Jun 2016 - May 2020 | 3 |
Owasso High School | Owasso, OK | Aug 2012 - May 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
S63 | Uniform Securities State Law Examination | Apr 2021 |
- NE
- TX
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Total Assets Under Management26,774MILLIONS
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Total Number of Accounts110,327ACCOUNTS
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Average Account Value$242,682
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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