Blakely Buhler (CRD# 7819947) is an Investment Advisor Representative working at Advice And Planning Services in Sachse, 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 |
|---|---|---|---|
| Tiaa | Lewisville, TX | Oct 2023 - Current | < 1 |
| Tiaa-cref Individual & Institutional Services, LLC | Lewisville, TX | Oct 2023 - Current | < 1 |
| Not Employed | Dallas, TX | Jul 2023 - Sep 2023 | < 1 |
| Velocio Mortgage | Farmers Branch, TX | Feb 2023 - Jun 2023 | < 1 |
| Home Point Financial | Farmers Branch, TX | Sep 2020 - Nov 2022 | 2 |
| Wells Fargo | Frisco, TX | Jul 2018 - Sep 2020 | 2 |
| Churchill Mortgage | Dallas, TX | Sep 2017 - May 2018 | < 1 |
| Citibank | Irving, TX | Feb 2016 - Aug 2017 | 1 |
| Digital Intellegence Systems | Plano, TX | Aug 2014 - Jan 2016 | 1 |
| Not Employed | Dallas, TX | May 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- TX
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
-
Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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