Waylon Widler (CRD# 6674646) is an Investment Advisor Representative working at Advisory Services Network in Weatherford, TX and has over 2 years of experience in the finance industry.
CRD# 2591615
Robert W. Baird & Company Incorporated
CRD# 4951603
Global Retirement Partners LLC
CRD# 4578669
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Springer Financial Services | Weatherford, TX | May 2020 - Current | 4 |
| Untied States Marine Corps Reserves | Fort Worth, TX | Jul 2017 - Current | 6 |
| Campus Crates Tcu | Fort Worth, TX | Jan 2019 - Jul 2021 | 2 |
| United States Congress Office Of Kay Granger | Fort Worth, TX | Aug 2019 - May 2020 | < 1 |
| Middle/high School | Weatherford, TX | Jul 2010 - Jul 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- TX
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Total Assets Under Management6,819MILLIONS
-
Total Number of Accounts24,286ACCOUNTS
-
Average Account Value$280,767
- A percentage of assets under your management
- Hourly charges
- 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)
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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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