Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frederick? Claim Your ProfileFrederick W. Wahl is a registered investment advisor with Brownlie & Braden Advisors, LLC. Wahl's firm focuses on providing investment advice and portfolio management services to high-net-worth individuals, pooled investment vehicles, and businesses. Wahl has over 25 years of experience in the financial services industry. Prior to joining Brownlie & Braden Advisors, LLC, Wahl held positions at Wells Fargo Investments, LLC and Capital Institutional Services, Inc.. Wahl is a Chartered Financial Analyst (CFA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Provides analysis of investment opportunities and private equity evaluation/due diligence
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
08/08/2017 - Present
Brownlie & Braden Advisors, LLC (DALLAS TX)
CA
05/02/2001 - 05/04/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
09/26/1997 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
TX
11/21/1989 - 01/13/1992
CAPITAL INSTITUTIONAL SERVICES, INC. (DALLAS TX)
BC
Issued 09/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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