Gwendolyn Nale (CRD# 7599639) is an Investment Advisor Representative working at Retirement Planners Of America in Plano, TX and has 1 year 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 |
|---|---|---|---|
| Retirement Planners Of America | Plano, TX | Jul 2022 - Current | 1 |
| Tarrant County Criminal District Attorney's Office | Fort Worth, TX | Jan 2022 - Jun 2022 | < 1 |
| Travis County Attorney's Office | Austin, TX | May 2020 - Jan 2022 | 1 |
| City Of Austin City Attorney's Office | Austin, TX | Feb 2020 - May 2020 | < 1 |
| Law Office Of Rick Cofer | Austin, TX | Nov 2019 - Feb 2020 | < 1 |
| Unemployed | Austin, TX | May 2019 - Nov 2019 | < 1 |
| Catholic University Of America, Columbus School Of Law | Washington, DC | Aug 2016 - May 2019 | 2 |
| National Park Trust | Rockville, MD | Nov 2015 - Aug 2016 | < 1 |
| Simply Wireless | Mclean, VA | Jul 2015 - Nov 2015 | < 1 |
| Unemployed | Washington, DC | May 2015 - Jul 2015 | < 1 |
| Stonehill College | Easton, MA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- TX
-
Total Assets Under Management3,557MILLIONS
-
Total Number of Accounts15,137ACCOUNTS
-
Average Account Value$235,008
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.