Brian Anderson, financial advisor Logan UT

Brian Anderson

CRD Number: 6854261
Current Firm: Brookstone Wealth Advisors, LLC

Brian Anderson (CRD# 6854261) is an Investment Advisor Representative working at Brookstone Wealth Advisors, LLC in Logan, UT and has over 4 years of experience in the finance industry.

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Retirement Wealth Advisors Logan, UT Aug 2018 - Current 3
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Brian G. Anderson
Phone Number: 6306531400
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    32
    MILLIONS
  • Total Number of Accounts
    410
    ACCOUNTS
  • Average Account Value
    $78,780
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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