Bria Comer (CRD# 6481007) is an Investment Advisor Representative working at Adviceone Advisory Services, LLC in Glastonbury, CT and has over 7 years of experience in the finance industry. Bria Comer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Adviceone Advisory Services, LLC | Glastonbury, CT | Apr 2017 - Current | 7 |
| Securities Service Network, LLC | Glastonbury, CT | Jun 2016 - Nov 2019 | 3 |
| Ssn Advisory, Inc. | Glastonbury, CT | Mar 2018 - Jan 2019 | < 1 |
| Adviceone LLC | Glastonbury, CT | May 2015 - Apr 2017 | 1 |
| Securities Service Network Inc. | Glastonbury, CT | Mar 2016 - Jun 2016 | < 1 |
| Securities Service Network, Inc. | Glastonbury, CT | May 2015 - Mar 2016 | < 1 |
| University Of Massachusetts | Amherst, MA | Sep 2011 - May 2015 | 3 |
| Kimball Farms | Westford, MA | Jun 2009 - May 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- CT
-
Total Assets Under Management1,371MILLIONS
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Total Number of Accounts4,217ACCOUNTS
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Average Account Value$325,154
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MD, ME, MO, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA
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