Brian Ott (CRD# 6144188) is an Investment Advisor Representative working at H&h Retirement Design And Management Inc. in Las Vegas, NV and has over 11 years of experience in the finance industry.
CRD# 2481766
Skyoak Capital, Inc.
CRD# 4459102
Money Managers, Inc.
CRD# 5192556
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| H & H Retirement Design And Management | Las Vegas, NV | Mar 2021 - Current | 3 |
| Unemployed | Savannah, GA | Nov 2020 - Mar 2021 | < 1 |
| Citizens Securities, Inc. | Hudson, NH | Dec 2019 - Nov 2020 | < 1 |
| Eagle Strategies LLC | Waltham, MA | Aug 2018 - Dec 2019 | 1 |
| Nylife Securities LLC | Waltham, MA | Jul 2018 - Dec 2019 | 1 |
| New York Life Insurance Company | Waltham, MA | Jul 2018 - Dec 2019 | 1 |
| Surepath Wealth Management | Austin, TX | Aug 2016 - Jul 2018 | 1 |
| Eagle Strategies LLC | Andover, MA | May 2016 - Jul 2016 | < 1 |
| Nylife Securities LLC | Waltham, MA | Dec 2012 - Jul 2016 | 3 |
| New York Life Insurance Company | Waltham, MA | Dec 2012 - Jul 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2016 |
- GA
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Total Assets Under Management230MILLIONS
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Total Number of Accounts555ACCOUNTS
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Average Account Value$414,446
- 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
- Educational seminars/workshops
AL, AZ, CA, FL, GA, IA, NJ, NV, OR
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