Brian PrestiCRD Number: 2977901
Current Firm: Harvest Capital Management Inc.
Brian Presti (CRD# 2977901) is an Investment Advisor Representative working at Harvest Capital Management Inc. in Concord, NH and has over 19 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
|Harvest Capital Management Inc.||Concord, NH||Aug 2015 - Current||2|
|Dl Carlson Investment Group Inc.||Concord, NH||Sep 2006 - Aug 2015||8|
|Charles Schwab Bank N.a.||Burlington, VT||Sep 2004 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||Feb 2001|
Total Assets Under Management455MILLIONS
Total Number of Accounts626ACCOUNTS
Average Account Value$727,312
- 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
CA, CT, FL, MA, MD, ME, NH, NY, TX