Brian Atwood (CRD# 6270148) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Mount Pleasant, MI and has over 8 years of experience in the finance industry.
CRD# 2549311
Edward Jones
CRD# 6136605
Cambridge Investment Research Advisors, Inc.
CRD# 4815650
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Independent Advisor Alliance | Charlotte, NC | Oct 2018 - Current | 5 |
Lpl Financial LLC | Mt. Pleasant, MI | Jul 2016 - Current | 7 |
Independent Financial Partners | Mt Pleasant, MI | Jul 2016 - Nov 2018 | 2 |
Various Insurance Carriers For W & R Insurance Agencies | Clare, MI | Feb 2016 - Jul 2016 | < 1 |
Waddell & Reed Inc. | Mt. Pleasant, MI | Feb 2015 - Jul 2016 | 1 |
Bryan Wieferich | Mt. Pleasant, MI | Feb 2015 - Jul 2016 | 1 |
Eagle Glen Golf Club | Farwell, MI | May 2007 - Apr 2016 | 8 |
Waddell & Reed Inc. | Mt. Pleasant, MI | Nov 2013 - Feb 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2015 |
- LA
- MI
-
Total Assets Under Management12,827MILLIONS
-
Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- 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)
- Publication of periodicals or newsletters
- 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, VT, WA, WI, WV, WY
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