Brian BachelierCRD Number: 3041797
Current Firm: Mutual Advisors, LLC
Brian Bachelier (CRD# 3041797) is an Investment Advisor Representative working at Mutual Advisors, LLC in Clayton, MO and has over 23 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Mutual Advisors, LLC||Casper, WY||Jun 2021 - Current||< 1|
|Voleta Advisors LLC||Ballwin, MO||Jan 2018 - Jun 2021||3|
|Scottrade, Inc.||St. Louis, MO||Mar 1998 - Jan 2018||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Mar 2018|
Total Assets Under Management3,593MILLIONS
Total Number of Accounts12,395ACCOUNTS
Average Account Value$289,864
- 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)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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