Brian BrittCRD Number: 1204936
Current Firm: The Institute
Brian Britt (CRD# 1204936) is an Investment Advisor Representative working at The Institute in Denver, CO and has over 37 years of experience in the finance industry.
Meridian Wealth Management LLC
Thrivent Advisor Network, LLC
|Institute For Wealth Management, LLC||Denver4, CO||Apr 2019 - Current||3|
|Clearwealth Asset Management||San Diego, CA||Mar 2010 - Current||12|
|Institute For Wealth Advisors, Inc.||Dallas, TX||May 2017 - Apr 2019||1|
|Sowell Financial Services, LLC||North Little Rock, AR||Sep 2016 - May 2017||< 1|
|Concert Wealth Management||San Diego, CA||Mar 2010 - May 2016||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1984|
|S65||NASAA Investment Advisors Law Examination||Dec 1997|
Total Assets Under Management881MILLIONS
Total Number of Accounts1,740ACCOUNTS
Average Account Value$506,051
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
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