Breck Judd (CRD# 7138526) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Cedar City, UT and has over 4 years of experience in the finance industry.
CRD# 5846095
State Farm Investment Management Corp.
CRD# 2295718
Lpl Financial LLC
CRD# 5106892
Geneos Wealth Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Cedar City, UT | Sep 2019 - Current | 4 |
| Cetera Investment Services LLC | St. Cloud, MN | Jun 2019 - Current | 4 |
| State Bank Of Southern Utah | Cedar City, UT | May 2016 - Current | 8 |
| Mountain America Credit Union | Kanab, UT | Apr 2014 - May 2016 | 2 |
| Utah Army National Guard | West Jordan, UT | Mar 2007 - Mar 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- UT
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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