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Portfolio Management for Individuals Advisors in Denton, Texas
6 Results
Unclaimed

Cultivar Capital, Inc.

location

DENTON, TX

0 Disclosures

ADVISOR BIO

Jefferson Keith Henderson is an investment advisor representative associated with Cultivar Capital, Inc. in Denton, Texas. Jefferson has been in the industry since August 2013. Jefferson holds a Series 65 license. Cultivar Capital, Inc. is a registered investment adviser with the SEC. Cultivar Capital, Inc. provides financial planning and portfolio management services to individuals, businesses, and investment companies. The firm has assets under management of approximately $299,238,668.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp.

location

DENTON, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Sand is a financial advisor with State Farm Investment Management Corp. Matthew Sand is registered as an investment advisor representative in Arkansas, Louisiana, Oklahoma, and Texas. Matthew Sand has been in the financial industry since 2011. Matthew Sand specializes in providing investment advice and portfolio management for individuals and investment companies. Matthew Sand has over 10,000,000,000 dollars in assets under management.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp.

location

Denton, TX

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Hogue is an Investment Advisor Representative at State Farm Investment Management Corp. Nicholas is registered with the state of Texas and has been in the securities industry since April 2023. Nicholas is a licensed agent for State Farm Insurance and holds the Series 63, 65, 6TO, and SIE licenses. Nicholas has held previous positions at Matthew Sand Insurance Agency, State Farm VP Management Corp., Scott Huels Insurnace Agency, Starbucks, and Hill College.

SPECIALIZATIONS

Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

Cultivar Capital, Inc.

location

DENTON, TX

0 Disclosures

ADVISOR BIO

Paul Chidiebere Ucheoma is an Investment Advisor Representative at Cultivar Capital, Inc. based in Denton, TX. Paul has been in the industry since June 2018 and has experience with working with high-net-worth individuals, corporations and other businesses, as well as charitable organizations, pension and profit-sharing plans and investment companies. Paul holds the Series 65 license and has been registered with the state of Texas since November 2019.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

State Farm Investment Management Corp. | CFC ® (Certifications)

location

Denton, TX

experience

6 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Ricardo Sempertegui is a financial professional with over 12 years of experience in the industry. Ricardo is currently registered with State Farm Investment Management Corp. Ricardo is also a Chartered Financial Consultant. Ricardo has held previous positions with STATE FARM VP MANAGEMENT CORP. in both Bloomington, Illinois and Denton, Texas. Ricardo is registered with the state of Texas as both a securities agent and an investment advisor representative.

SPECIALIZATIONS

Portfolio Management for Investment Companies
Unclaimed

Cultivar Capital, Inc. | CFP ®,PFS ® (Certifications)

location

DENTON, TX

0 Disclosures

ADVISOR BIO

Thomas Muir is a CERTIFIED FINANCIAL PLANNER™ professional and a PERSONAL FINANCIAL SPECIALIST® with over 20 years of experience in the financial services industry. Thomas is an investment advisor representative associated with Cultivar Capital, Inc., a registered investment advisor located in Denton, Texas. Thomas has a strong background in financial planning and portfolio management. Thomas focuses on providing personalized financial advice to individuals, families, and businesses. Thomas has a strong understanding of the investment landscape and works to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies