Denise
French
Engrave Wealth Partners, LLC
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About this Advisor
Denise French is a financial advisor based out of Spring, Texas with 1 year of industry experience. French is on the advisory team at Engrave Wealth Partners, LLC. Their career trajectory has included roles at Primeau Designs, Belpointe Asset Management, LLC, Engrave Wealth Partners, LLC, Voya Financial Advisors, Inc and Divorce Strategies Group. French has Series 63 and Series 66 licenses, certifying them as a securities broker, and can advise clients in Texas. Engrave Wealth Partners, LLC is a business headquartered in Spring, TX. It manages $664 million in assets among its 1,215 client accounts, making it one of the larger investment advisory firms in the country by assets under management. Of its 1,215 customer accounts, 52% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on the type of financial services offered. Fee types billed by Engrave Wealth Partners, LLC likely include any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Engrave Wealth Partners, LLC Brokerage Details
$664,447,002
7
1,215
$546,870
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Denise French Work History
Denise has been registered as a financial advisor for 1 years.*
Engrave Wealth Partners, LLC
Divorce Strategies Group
Belpointe Asset Management, LLC
Voya Financial Advisors, Inc
Primeau Designs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Denise French to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Engrave Wealth Partners, LLC
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
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