Traditions Wealth Advisors, LLC
Traditions Wealth Advisors, LLC (CRD# 128135) is a financial advisory firm headquartered in College Station, TX. They manage $81,020,000 in 298 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management81MILLION
-
Total Number of Accounts298ACCOUNTS
-
Average Account Value$271,879
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Traditions Wealth Advisors, LLC
1
Brien Smith (CRD# 1906664) is an Investment Advisor Representative working at Traditions Wealth Advisors, LLC in College Station, TX and has over 35 years of experience in the finance industry.
2
Noel Woolverton (CRD# 1535833) is an Investment Advisor Representative working at Traditions Wealth Advisors, LLC in College Station, TX and has over 26 years of experience in the finance industry.
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