John Briggs (CRD# 6872606) is an Investment Advisor Representative working at Olde Wealth Management, LLC in Bellevue, WA and has over 6 years of experience in the finance industry.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Networks Wealth Management | Draper, UT | Aug 2020 - Current | 3 |
9557 S 700 E 20 LLC | Sandy, UT | Mar 2019 - Current | 5 |
9436 Holdings LLC | Sandy, UT | Jan 2016 - Current | 8 |
Edmond Pllc | Sandy, UT | Jan 2015 - Current | 9 |
Move Method LLC | Midvale, UT | Jan 2010 - Current | 14 |
Plethorage LLC | Draper, UT | Jul 2008 - Current | 15 |
Conservative Tax Inc Dba Incite Tax | Sandy, UT | Sep 2007 - Current | 16 |
Cetera Advisor Networks | El Segundo, CA | Nov 2019 - Aug 2020 | < 1 |
Cetera Advisors Networks LLC | El Segundo, CA | Feb 2018 - Aug 2020 | 2 |
Cetera Advisor Networks | El Segundo, CA | Feb 2018 - Nov 2019 | 1 |
1st Global Advisors Inc. | Sandy, UT | Nov 2017 - Jul 2018 | < 1 |
1st Global Capital Corp | Sandy, UT | Jan 2018 - Feb 2018 | < 1 |
Soulternal Wealth Inc. | Sandy, UT | Oct 2007 - Aug 2014 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- UT
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts709ACCOUNTS
-
Average Account Value$400,895
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, FL, IN, NH, TX, UT, WA
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