David BrisnehanCRD Number: 5464653
Current Firm: Usi Advisors
David Brisnehan (CRD# 5464653) is an Investment Advisor Representative working at Usi Advisors in Greenwood Village, CO and has over 8 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Usi Advisors Inc.||Irvine, CA||Feb 2014 - Current||2|
|Usi Consulting Group||Irvine, CA||Feb 2014 - Current||2|
|Usi Securities Inc.||Irvine, CA||Feb 2014 - Current||2|
|401(k) Advisors||Aliso Viejo, CA||Feb 2012 - Jan 2014||1|
|Financial Telesis Inc.||San Rafael, CA||Feb 2012 - Jan 2014||1|
|Van Gilder||Denver, CO||Sep 2007 - Jan 2012||4|
|Financial Telesis, Inc.||Denver, CO||Jan 2008 - Dec 2010||2|
|First Data||Greenwood Village, CO||Jan 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management8,356MILLIONS
Total Number of Accounts375ACCOUNTS
Average Account Value$22,283,081
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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