Bret DayleyCRD Number: 6816797
Current Firm: Bluesky Wealth Advisors, LLC
Bret Dayley (CRD# 6816797) is an Investment Advisor Representative working at Bluesky Wealth Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry.
Wells Fargo Clearing Services, LLC
Altrius Capital Management, Inc.
Credit Union Investment Services
|Bluesky Wealth Advisors, LLC||New Bern, NC||Feb 2021 - Current||1|
|Dayley Accounting LLC||Idaho Falls, ID||Oct 2020 - Current||1|
|Davis & Bott Cpa's||Brigham City, UT||Jan 2019 - Sep 2020||1|
|Dayley Financial||Logan, UT||Feb 2015 - Aug 2019||4|
|Atjt Inc Dba Hr Block||Logan, UT||Jan 2018 - Jan 2019||1|
|Global View Capital Managment, Ltd.||Waukesha, WI||Aug 2017 - Aug 2018||1|
|Global View Capital Insurance, Ltd.||Waukesha, WI||Mar 2016 - Aug 2018||2|
|Cache Valley Hospital||Logan, UT||Nov 2015 - Oct 2016||< 1|
|Cambridge Financial||Salt Lake City, UT||Feb 2015 - Mar 2016||1|
|Sjmj, Inc. D/b/a H.r. Block||Logan, UT||Jan 2013 - Jan 2016||3|
|Thermo Fisher Scientific||Logan, UT||Sep 2015 - Oct 2015||< 1|
|Usu Agricultural Experimental Station||Logan, UT||Mar 2013 - Jul 2015||2|
|Utah State University Student Education||Logan, UT||Aug 2010 - May 2015||4|
|Advance Insurance||Logan, UT||Sep 2014 - Jan 2015||< 1|
|Primerica||Logan, UT||Jan 2013 - Apr 2014||1|
|Thermo Fisher Scientific||Logan, UT||Feb 2011 - Nov 2012||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jan 2021|
Total Assets Under Management628MILLIONS
Total Number of Accounts1,374ACCOUNTS
Average Account Value$457,199
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, NC, NH, PA, SC, TX, VA, WA
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