Julieanne Brittain (CRD# 6405659) is an Investment Advisor Representative working at Schwab Wealth Advisory, Inc. in Westlake, TX and has over 8 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 1255317
Osaic Wealth, Inc.
CRD# 2754150
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schwab Private Client Investment Advisory, Inc. | Westlake, TX | Nov 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Westlake, TX | Nov 2020 - Current | 3 |
| Td Ameritrade | Southlake, TX | Dec 2018 - Current | 4 |
| Fidelity Brokerage Investments | Greenwood Villlage, CO | Mar 2018 - Nov 2018 | < 1 |
| Raymond James & Associates | Boulder, CO | Sep 2017 - Feb 2018 | < 1 |
| Fidelity Brokerage Services LLC | Westlake, TX | Jun 2014 - Sep 2017 | 3 |
| Convergys | Mcallen, TX | Mar 2014 - May 2014 | < 1 |
| Unemployed | Mcallen, TX | Feb 2014 - Mar 2014 | < 1 |
| Reynolds & Reynolds | College Station, TX | Jun 2013 - Feb 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2014 |
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, 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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.