Brian Short (CRD# 5972910) is an Investment Advisor Representative working at Spectrum Wealth Management in Indianapolis, IN and has over 12 years of experience in the finance industry. Brian Short has taken additional exams to become a Certified Financial Planner (CFP®).
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spectrum Wealth Management | Indianapolis, IN | Mar 2023 - Current | 1 |
| Fidelity Brokerage Services, LLC | Carmel, IN | Mar 2020 - Mar 2023 | 3 |
| Td Ameritrade | Indianapolis, IN | May 2016 - Mar 2020 | 3 |
| Td Ameritrade | Indianapolis, IN | Nov 2014 - May 2016 | 1 |
| The Huntington Investment Company | Columbus, OH | Dec 2012 - Nov 2014 | 1 |
| The Huntington National Bank | Indianapolis, IN | Nov 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2012 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2015 |
- IN
-
Total Assets Under Management976MILLIONS
-
Total Number of Accounts1,263ACCOUNTS
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Average Account Value$773,065
- 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
CO, FL, IL, IN, TX
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