Doris Silva (CRD# 3046633) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Plano, TX and has over 25 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 |
|---|---|---|---|
| Joshua Nutrition | Joshua, TX | Jul 2023 - Current | < 1 |
| Agia | Houston, TX | Dec 2022 - Current | 1 |
| Valic Financial Advisors, Inc. | Plano, TX | Mar 2019 - Current | 5 |
| Lpl Financial, LLC | Fort Worth, TX | Sep 2016 - Mar 2019 | 2 |
| Western Wealth Management, LLC | Fort Worth, TX | Sep 2016 - Mar 2019 | 2 |
| Wells Fargo Advisors, LLC | Fort Worth, TX | Aug 2012 - Aug 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S65 | NASAA Investment Advisors Law Examination | May 2004 |
- AZ
- CO
- FL
- MO
- OK
- TX
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Total Assets Under Management25,247MILLIONS
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Total Number of Accounts302,501ACCOUNTS
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Average Account Value$83,463
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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