Brian GilbertCRD Number: 1857325
Current Firm: Advisors Asset Management, Inc.
Brian Gilbert (CRD# 1857325) is an Investment Advisor Representative working at Advisors Asset Management, Inc. in Monument, CO and has over 28 years of experience in the finance industry.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|Fixed Income Securities||Monument, CO||Apr 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1988|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Total Assets Under Management810MILLIONS
Total Number of Accounts821ACCOUNTS
Average Account Value$986,394
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI