Courtney Small (CRD# 7053510) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Southlake, TX and has over 4 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 |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Southlake, TX | Nov 2022 - Current | 1 |
| Charles Schwab Premier Bank, Ssb | Southlake, TX | Nov 2022 - Current | 1 |
| Charles Schwab Trust Bank, Ssb | Southlake, TX | Nov 2022 - Current | 1 |
| Charles Schwab & Company, Inc. | Southlake, TX | Jan 2020 - Current | 4 |
| Select Promotions | Frisco, TX | Nov 2019 - Dec 2019 | < 1 |
| Bev Revv, LLC | Fort /worth, TX | Nov 2019 - Dec 2019 | < 1 |
| Edward Jones | St Louis, MO | Dec 2018 - Nov 2019 | < 1 |
| Bev Revv, LLC | Fort Worth, TX | Sep 2018 - Dec 2018 | < 1 |
| Konica Minolta Business Solutions | North Richland Hills, TX | Jun 2017 - Dec 2018 | 1 |
| Select Promotions | Frisco, TX | Dec 2015 - Dec 2018 | 3 |
| Unemployed | Fort Worth, TX | May 2017 - Jun 2017 | < 1 |
| Verizon Wireless | Fort Worth, TX | Apr 2014 - May 2017 | 3 |
| Texas Wings | Grapevine, TX | Jun 2008 - Jun 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2019 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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