Brett Weston, financial advisor Murray UT

Brett Weston

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Brett D. Weston
Phone Number: 801-274-1820
Registered State(s):
  • ID
  • UT
By the Numbers
  • Total Assets Under Management
    459
    MILLIONS
  • Total Number of Accounts
    1,411
    ACCOUNTS
  • Average Account Value
    $325,501
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

ID, TX, UT

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