Brian Joyce (CRD# 4797762) is an Investment Advisor Representative working at Intelligent Investing in Loveland, CO and has over 18 years of experience in the finance industry. Brian Joyce 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# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brian Joyce, LLC | Fort Collins, CO | Feb 2010 - Current | 14 |
| Brian Joyce, Llc D/b/a Intelligent Investing | Loveland, CO | Jan 2010 - Current | 14 |
| Aafcpa/highsight, LLC | Wellesley, MA | Jun 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
- CO
- MA
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts94ACCOUNTS
-
Average Account Value$797,872
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, MA
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