Brian Kurtich (CRD# 7642895) is an Investment Advisor Representative working at Ip Financial Advisory Services LLC in Franklin, PA and has 1 year of experience in the finance industry.
CRD# 5188229
Raymond James Financial Services Advisors, Inc.
CRD# 5368106
Raymond James Financial Services Advisors, Inc.
CRD# 2107480
Millennial Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Innovation Partners LLC | Charlotte, NC | Jul 2023 - Current | < 1 |
| Ip Financial Advisory Services LLC | Charlotte, NC | Jul 2023 - Current | < 1 |
| Lee Snyder Financial | Franklin, PA | Apr 2022 - Current | 2 |
| 1st Rate Realty LLC | Franklin, PA | Jan 2021 - Current | 3 |
| Silver Oak Securities | Jackson, TN | Mar 2023 - Jul 2023 | < 1 |
| The O.n. Equity Sales Company | Cincinnati, OH | Oct 2022 - Mar 2023 | < 1 |
| Ohio National Financial Services | Cincinnati, OH | Apr 2022 - Mar 2023 | < 1 |
| Pine Grove Environmental | Grove City, PA | Feb 2021 - Aug 2022 | 1 |
| Shingledeckers Welding Inc. | Franklin, PA | Jun 2000 - Jan 2021 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- PA
-
Total Assets Under Management297MILLIONS
-
Total Number of Accounts2,290ACCOUNTS
-
Average Account Value$129,673
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI
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