Brian Seva (CRD# 5374328) is an Investment Advisor Representative working at Atlas Financial Advisors, Inc. in Oroville, CA and has over 16 years of experience in the finance industry.
CRD# 6820956
Edward Jones
CRD# 1084751
Securities America Advisors, Inc.
CRD# 2704740
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Atlas Financial Advisors, Inc. | Oroville, CA | Jan 2015 - Current | 9 |
| First Union Capital Corp. | Sacramento, CA | Jun 2014 - Current | 9 |
| Seva Realty | Granite Bay, CA | Dec 2009 - Current | 14 |
| Deeda Salon, Inc. | Sacramento, CA | Oct 2007 - Current | 16 |
| Transamerica Financial Advisors, Inc. | Roseville, CA | Sep 2009 - Dec 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
- CA
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Total Assets Under Management106MILLIONS
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Total Number of Accounts936ACCOUNTS
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Average Account Value$113,269
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Market timing services
- Educational seminars/workshops
AL, AZ, CA, CO, FL, IA, ID, IL, IN, LA, MI, MN, NH, NJ, NV, NY, OH, PA, SC, TX, UT, VA, WA
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