Tolleson Private Wealth Management
Tolleson Private Wealth Management (CRD# 111838) is a financial advisory firm headquartered in Dallas, TX. They manage $4,532,181,047 in 2,905 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management4,532MILLION
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Total Number of Accounts2,905ACCOUNTS
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Average Account Value$1,560,131
- 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 pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CO, LA, NY, TX
Jeffrey Dunn (CRD# 5422624) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 9 years of experience in the finance industry. Jeffrey Dunn 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.
Gregory Hall (CRD# 3135598) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 18 years of experience in the finance industry. Gregory Hall 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.
Brandon Kershaw (CRD# 4568041) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 17 years of experience in the finance industry. Brandon Kershaw 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.
Royce Ramey (CRD# 4751664) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 13 years of experience in the finance industry.
Courtney Pregler (CRD# 5706672) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 6 years of experience in the finance industry.
Geoffrey Tran (CRD# 5748874) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has over 6 years of experience in the finance industry.
Courtney Allen (CRD# 6548827) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Courtney Allen 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.
Tyler Atha (CRD# 5623808) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Tyler Atha 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.
Ben Broyles (CRD# 5666407) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Ben Broyles 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.
Carmine Camerato Ii (CRD# 6616611) is an Investment Advisor Representative working at Tolleson Private Wealth Management in Dallas, TX and has 1 year of experience in the finance industry. Carmine Camerato Ii 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.