Solutions 4 Wealth
Solutions 4 Wealth (CRD# 143248) is a financial advisory firm headquartered in Southlake, TX. They manage $141,888,912 in 546 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management142MILLION
-
Total Number of Accounts546ACCOUNTS
-
Average Account Value$259,870
- A percentage of assets under your management
- 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
- Educational seminars/workshops
- Other
FL, NH, SC, TX
Edward Farmer (CRD# 4039259) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 24 years of experience in the finance industry.
Suzanne Fitzgerald (CRD# 3136145) is an Investment Advisor Representative working at Solutions 4 Wealth in Plano, TX and has over 24 years of experience in the finance industry.
Donald Hatcher (CRD# 7026308) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 5 years of experience in the finance industry.
Matthew Winebrenner (CRD# 2967590) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 8 years of experience in the finance industry.
Kade Orsburn (CRD# 7475893) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has over 2 years of experience in the finance industry.
Tyler Wacaster (CRD# 7579748) is an Investment Advisor Representative working at Solutions 4 Wealth in Southlake, TX and has 1 year of experience in the finance industry.