Braiden Simpson (CRD# 7607493) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 2 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 |
|---|---|---|---|
| Peak American Investment Advisors, Inc. | Plano, TX | Jul 2022 - Current | 1 |
| Peak American Financial Group, Inc. | Plano, TX | Jul 2022 - Current | 1 |
| Collum Insurance Group | Richardson, TX | Feb 2021 - Jul 2022 | 1 |
| Bankers Life | Mckinney, TX | Nov 2021 - Apr 2022 | < 1 |
| Bevcap | Mckinney, TX | Mar 2020 - Dec 2020 | < 1 |
| Higginbotham | Mckinney, TX | Nov 2019 - Jan 2020 | < 1 |
| University Of North Texas | Denton, TX | Jan 2019 - Dec 2019 | < 1 |
| Harvest Kitchen | Waco, TX | Sep 2018 - Jan 2019 | < 1 |
| Unemployed | Mckinney, TX | May 2018 - Sep 2018 | < 1 |
| Art Institute Of Dallas | Dallas, TX | Aug 2017 - May 2018 | < 1 |
| Baylor University | Waco, TX | Jul 2016 - Dec 2017 | 1 |
| Gap Year | Mckinney, TX | Jul 2015 - May 2016 | < 1 |
| Mckinney Christian | Mckinney, TX | Aug 2008 - May 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- CA
- TX
-
Total Assets Under Management26MILLIONS
-
Total Number of Accounts279ACCOUNTS
-
Average Account Value$91,403
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, PA, TX
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