Unclaimed Profile

Donnie James Carpenter

HFG WEALTH MANAGEMENT, LLC·THE WOODLANDS, Texas

Clean recordHFG WEALTH MANAGEMENT, LLC

1790 HUGHES LANDING,SUITE 350, THE WOODLANDS, TX 77380CRD# 5232483Firm CRD# 148406

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donnie James Carpenter · THE WOODLANDS, TX

Registration

CRD #5232483 · HFG WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Donnie James Carpenter is a registered financial advisor based in THE WOODLANDS, Texas, affiliated with HFG WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Donnie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Donnie is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

HFG WEALTH MANAGEMENT, LLC

AUM

$406M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HFG WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5232483

Firm CRD# 148406

View on FINRA BrokerCheck →

Looking for a financial advisor in THE WOODLANDS?

Browse all registered financial advisors in THE WOODLANDS, Texas or claim this profile if it's yours.

Browse THE WOODLANDS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Donnie James Carpenter offer?

Donnie James Carpenter specializes in Financial Planning, Investment Management. Contact their office in THE WOODLANDS, Texas for a consultation.

What are Donnie James Carpenter's credentials?

Donnie James Carpenter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donnie James Carpenter located?

Donnie James Carpenter is based in THE WOODLANDS, Texas, working with HFG WEALTH MANAGEMENT, LLC. Their office serves clients in the THE WOODLANDS metropolitan area and surrounding communities.

How does Donnie James Carpenter charge for services?

Donnie James Carpenter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HFG WEALTH MANAGEMENT, LLC?

HFG WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $406M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →