Brian Atchley (CRD# 4723050) is an Investment Advisor Representative working at Tri-lakes Financial Services, LLC in Forsyth, MO and has over 20 years of experience in the finance industry.
CRD# 7024883
Edward Jones
CRD# 6025892
Edward Jones
CRD# 7003017
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tri-lakes Accounting | Forsyth, MO | Sep 2005 - Current | 18 |
| Independent Insurance Sales | Forsyth, MO | Sep 2005 - Current | 18 |
| Tri Lakes Financial Services | Forsyth, MO | Sep 2005 - Current | 18 |
| Golden Rule Insurance | Forsyth, MO | Jul 2004 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2005 |
- MO
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts110ACCOUNTS
-
Average Account Value$118,182
- 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
- Selection of other advisers (including private fund managers)
- Other
MO
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