Ross Pauley (CRD# 4443719) is an Investment Advisor Representative working at Capital Achievements, LLC in Dallas, TX and has 1 year of experience in the finance industry. Ross Pauley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Now's The Time - Move Forward, LLC | Dallas, TX | Sep 2022 - Current | 1 |
| Capital Achievements, LLC | Dallas, TX | Oct 2017 - Current | 6 |
| Pauley Financial Services, Inc. | Round Rock, TX | Jan 2001 - Dec 2017 | 16 |
- TX
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Total Assets Under Management110MILLIONS
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Total Number of Accounts155ACCOUNTS
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Average Account Value$707,742
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX
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