Brett WestonCRD Number: 6761899
Current Firm: Truenorth Wealth
Brett Weston (CRD# 6761899) is an Investment Advisor Representative working at Truenorth Wealth in Murray, UT and has 1 year of experience in the finance industry.
Cetera Advisor Networks LLC
Rock House Financial
Equitable Advisors, LLC
|Truenorth Wealth (association Financial Services)||Salt Lake City, UT||May 2017 - Current||3|
|University Of Utah Executive Education||Salt Lake City, UT||Aug 2015 - Apr 2017||1|
|Church Of Jesus Christ Of Latter-day Saints||Paris,||Jul 2013 - Jul 2015||2|
|Cottonwood Heights Recreation Center (ice Arena)||Cottonwood Heights, UT||May 2009 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2019|
Total Assets Under Management459MILLIONS
Total Number of Accounts1,411ACCOUNTS
Average Account Value$325,501
- A percentage of assets under your management
- Hourly charges
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
ID, TX, UT
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