David Mares (CRD# 6323986) is an Investment Advisor Representative working at Planmember Securities Corporation in Grand Prairie, TX and has over 9 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moeybea Wealth Management Dba Lone Star Financial | Grand Prairie, TX | Jan 2018 - Current | 6 |
| Planmember Securities Corporation | Carpinteria, CA | Jun 2014 - Current | 9 |
| Self Employed | Grand Prairie, TX | Jun 2014 - Current | 9 |
| Amazon | Coppell, TX | Nov 2018 - Jul 2019 | < 1 |
| Texas Infinite Wealth Planners | Houston, TX | May 2014 - Jan 2018 | 3 |
| Unemployed | Grand Prairie, TX | Feb 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2014 |
- TX
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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