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  2. Benton, LA
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Brett Josey, financial advisor Benton LA

Brett Josey

CRD Number: 2839029
Current Firm: Brett Josey Wealth Management LLC

Brett Josey (CRD# 2839029) is an Investment Advisor Representative working at Brett Josey Wealth Management LLC in Benton, LA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Brett Josey Wealth Management Inc. Shreveport, LA Jan 1998 - Current 26
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Brett B. Josey
,
Phone Number: 318-658-9997
Registered State(s):
  • LA
  • TX
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Current Firm Details
Brett Josey Wealth Management LLC
Firm's CRD Number: 107870
By the Numbers
  • Total Assets Under Management
    118
    MILLIONS
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $2,177,065
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

LA, TX

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