Doris SilvaCRD Number: 3046633
Current Firm: Western Wealth Management LLC
Doris Silva (CRD# 3046633) is an Investment Advisor Representative working at Western Wealth Management LLC in Fort Worth, TX and has over 19 years of experience in the finance industry.
Box Financial Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
|Western Wealth Management, LLC||Fort Worth, TX||Sep 2016 - Current||1|
|Lpl Financial, LLC||Fort Worth, TX||Sep 2016 - Current||1|
|Wells Fargo Advisors, LLC||Fort Worth, TX||Aug 2012 - Aug 2016||4|
|Bbva Wealth Solutions Inc.||Granbury, TX||Aug 2011 - Aug 2012||1|
|Bbva Compass Investment Solutions, Inc.||Granbury, TX||Jul 2005 - Aug 2012||7|
|Compass Bank||Granbury, TX||Jul 2005 - Aug 2012||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||May 2004|
Total Assets Under Management1,008MILLIONS
Total Number of Accounts5,152ACCOUNTS
Average Account Value$195,697
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, DE, FL, GA, HI, IL, KS, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, VT, WA
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