Brian Colville (CRD# 2944226) is an Investment Advisor Representative working at Arden Advisory LLC in Orinda, CA and has over 24 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Arden Advisory | Orinda, CA | Jun 2022 - Current | 1 |
| Kearney Street Consulting | Portland, OR | Jun 2020 - Jun 2022 | 2 |
| Sancus Capital Group | San Diego, CA | Jun 2017 - Jun 2020 | 3 |
| Colville Consulting Corporation | Portland, OR | May 2002 - Jun 2017 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2000 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management9MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$8,500,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CA
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