Brad Neves (CRD# 5781398) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Midvale, UT and has over 13 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 1870699
Five Seasons Financial Planning LLC
CRD# 840425
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
Altitude Investment Management, LLC | Lakewood, CO | Mar 2022 - Current | 2 |
Nfg Brokerage, LLC | Midvale, UT | Feb 2022 - Current | 2 |
Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
Nobility Wealth Management | South Jordan, UT | Apr 2014 - Current | 10 |
Neves Insurance LLC | South Jordan, UT | Nov 2008 - Current | 15 |
Nelson Financial Group, LLC | Midvale, UT | Nov 2014 - Feb 2022 | 7 |
Voya Finanical Advisors | Midvale, UT | Sep 2014 - Jun 2021 | 6 |
Ing Financial Partners Inc. | Midvale, UT | Jun 2012 - Aug 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2010 |
S65 | NASAA Investment Advisors Law Examination | Apr 2012 |
- UT
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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