Brian Drolet (CRD# 5564860) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Southlake, TX and has over 15 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 |
|---|---|---|---|
| Osaic Wealth, Inc. | Southlake, TX | Jun 2024 - Current | < 1 |
| Osaic Wealth, Inc. | Southlake, TX | Jun 2024 - Current | < 1 |
| Arbor Point Advisors | Southlake, TX | Aug 2022 - Current | 1 |
| Securities America, Inc. | Southlake, TX | Oct 2020 - Jun 2024 | 3 |
| Securities America Advisors | Southlake, TX | Oct 2020 - Jun 2024 | 3 |
| Kestra Financial, Inc. | Colleyville, TX | Jun 2018 - Oct 2020 | 2 |
| Sagepoint Financial | Keller, TX | Mar 2015 - Jun 2018 | 3 |
| Summit Financial Services | Keller, TX | Oct 2014 - Mar 2015 | < 1 |
| Summit Brokerage Services | Keller, TX | Oct 2014 - Mar 2015 | < 1 |
| Lpl Financial | Euless, TX | Aug 2014 - Sep 2014 | < 1 |
| 360 Wealth Management LLC | Dallas, TX | Aug 2014 - Sep 2014 | < 1 |
| Mutual Of Omaha | Arlington, TX | Apr 2007 - Aug 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2011 |
- TX
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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