![Edgar Rauda, financial advisor Southlake TX](/img/ws/profile-blank-sq.png)
Edgar Rauda (CRD# 7335868) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors 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 |
---|---|---|---|
Fidelity Investments | Westlake, TX | Jan 2021 - Current | 3 |
The Dinerstein Companies | College Station, TX | Jun 2020 - Dec 2020 | < 1 |
Texas A&m University | College Station, TX | Nov 2018 - May 2020 | 1 |
Gmh Capital Partners | College Station, TX | May 2018 - Oct 2018 | < 1 |
Texas A&m University | College Station, TX | Jul 2016 - Apr 2018 | 1 |
The Awty International School | Houston, TX | Aug 2012 - Jun 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2021 |
S66 | NASAA Uniform Combined State Law Examination | Jul 2023 |
- TX
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Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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