Fluent Financial, LLC
Fluent Financial, LLC (CRD# 170041) is a financial advisory firm headquartered in Dallas, TX. They manage $139,224,109 in 689 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management139MILLION
Total Number of Accounts689ACCOUNTS
Average Account Value$202,067
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
HI, LA, TX
Mitchell Kramer (CRD# 2728798) is an Investment Advisor Representative working at Fluent Financial, LLC in Dallas, TX and has over 22 years of experience in the finance industry. Mitchell Kramer 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.
Tabitha Garreffa (CRD# 6156643) is an Investment Advisor Representative working at Fluent Financial, LLC in Dallas, TX and has over 4 years of experience in the finance industry.