Evangeline Herrington (CRD# 6434996) is an Investment Advisor Representative working at Herrington Wealth Management Corporation in Frisco, TX and has over 9 years of experience in the finance industry. Evangeline Herrington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| International Research Securities, Inc. | Dallas, TX | Jan 2021 - Current | 3 |
| Herrington Wealth Management Corporation | Plano, TX | Jul 2019 - Current | 5 |
| Ifs Securities, Inc. | Atlanta, GA | Dec 2018 - Jul 2019 | < 1 |
| Fuller Wealth Management, Llc Dba Cmh Wealth Management | Dallas, TX | Dec 2018 - Jul 2019 | < 1 |
| Cmh Advisors, Pllc | Dallas, TX | Oct 2018 - Jul 2019 | < 1 |
| Cetera Advisors Networks, LLC | El Segundo, CA | Apr 2017 - Dec 2018 | 1 |
| Westbrooks Dugger & Westbrooks | Richardson, TX | Apr 2017 - Sep 2018 | 1 |
| Edward Jones | St Louis, MO | Jan 2015 - Mar 2017 | 2 |
| Herrington Photography | Longview, TX | Jan 2011 - Dec 2014 | 3 |
| University Of Denver | Denver, CO | Nov 2008 - Dec 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- TX
-
Total Assets Under Management25MILLIONS
-
Total Number of Accounts146ACCOUNTS
-
Average Account Value$170,260
- 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
TX
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