Brian GorackeCRD Number: 3274062
Current Firm: Avior Wealth Management, LLC
Brian Goracke (CRD# 3274062) is an Investment Advisor Representative working at Avior Wealth Management, LLC in Omaha, NE and has over 22 years of experience in the finance industry.
Ubs Financial Services Inc.
Td Ameritrade, Inc.
|Goracke & Associates||Omaha, NE||Mar 2004 - Current||18|
|Axa Advisors, LLC||New York, NY||Mar 2006 - Feb 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 2002|
Total Assets Under Management2,314MILLIONS
Total Number of Accounts2,451ACCOUNTS
Average Account Value$944,275
- A percentage of assets under your management
- 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
AL, AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MN, MO, NC, NE, NH, NM, NY, OK, OR, SD, TN, TX, UT, VA, VT, WA, WI
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