Brian SachsCRD Number: 3174538
Current Firm: Edward Jones
Brian Sachs (CRD# 3174538) is an Investment Advisor Representative working at Edward Jones in Grants Pass, OR and has over 18 years of experience in the finance industry. Brian Sachs 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.
Oregon Pacific Financial Advisors Inc.
Cetera Advisor Networks LLC
Raymond James Financial Services Advisors, Inc.
|Edward D. Jones & Company, LP||Grants Pass, OR||Jul 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1999|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)