Juanita Finley (CRD# 5020657) is an Investment Advisor Representative working at Texas Capital Management in Baytown, TX and has over 7 years of experience in the finance industry.
CRD# 6877256
Oppenheimer & Company Inc.
CRD# 2199188
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5771158
Blueprint 360 LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Clemmons Weath Management Llc Dba Texas Capital Management | Baytown, TX | Jan 1997 - Current | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2016 |
- TX
-
Total Assets Under Management47MILLIONS
-
Total Number of Accounts206ACCOUNTS
-
Average Account Value$228,496
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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