Brea Morrison Dantin, financial advisor Carmel IN
93 score

Brea Morrison Dantin

CRD Number: 4430268
Current Firm: Procourse Fiduciary Advisors, LLC

Brea Morrison Dantin (CRD# 4430268) is an Investment Advisor Representative working at Procourse Fiduciary Advisors, LLC in Carmel, IN and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Procourse Fiduciary Advisors, LLC Carmel, IN Jun 2012 - Current 4
Stifel Nicolaus & Company, Inc. Indianapolis, IN May 2005 - Jun 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Brea N. Morrison Dantin
Phone Number: 317-708-4150
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,810
    MILLIONS
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $13,640,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

IL, IN, KY, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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