![Brian Stern, financial advisor Southlake TX](/img/ws/profile-blank-sq.png)
Brian Stern (CRD# 4838704) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Southlake, TX and has over 3 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
![John Cravens, financial advisor Southlake TX](/img/ws/profile-blank-sq.png)
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
![Mark Patton, financial advisor Southlake TX](/img/ws/profile-blank-sq.png)
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Farpointe Wealth Advisors | Dallas, TX | Mar 2023 - Current | 1 |
Farpointe Financial Services Llc; | Dallas, TX | Nov 2022 - Current | 1 |
Farpointe Wealth Partners, LLC | Dallas, TX | Nov 2020 - Current | 3 |
Cetera Investment Advisers LLC | Schaumburg, IL | Aug 2020 - Current | 3 |
Cetera Financial Specialists LLC | Schaumburg, IL | Jan 2020 - Current | 4 |
Fair Value Real Estate Partners, LLC | Dallas, TX | Jan 2016 - Current | 8 |
Kessler Collins | Dallas, TX | Apr 2020 - Dec 2021 | 1 |
Cetera Advisor Networks LLC | El Segundo, CA | Mar 2017 - Nov 2019 | 2 |
Cetera Advisors LLC | Denver, CO | Mar 2017 - Nov 2019 | 2 |
Cetera Financial Specialists LLC | Schaumburg, IL | Mar 2017 - Nov 2019 | 2 |
Cetera Investment Services LLC | St Cloud, MN | Mar 2017 - Nov 2019 | 2 |
First Allied Securities, Inc. | San Diego, CA | Mar 2017 - Nov 2019 | 2 |
Summit Brokerage Services, Inc. | Boca Raton, FL | Mar 2017 - Nov 2019 | 2 |
H. D. Vest Investment Services | Irving, TX | Oct 2011 - Mar 2017 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2020 |
- TX
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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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