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
2700 Earl Rudder Frwy S., Suite 2600, College Station, TX 77845
http://www.spiritstewardshipministries.org
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Traditions Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brien Smith, financial advisor College Station TX
Brien L. Smith
CRD#: 1906664
2700 Earl Rudder Frwy S., Suite 2600, College Station, TX 77845

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, financial advisor College Station TX
Noel C. Woolverton
CRD#: 1535833
2700 Earl Rudder Frwy S., Suite 2600, College Station, TX 77845

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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