Brent Leavitt (CRD# 6492855) is an Investment Advisor Representative working at Interactive Financial Advisors in Great Falls, MT and has 1 year of experience in the finance industry. Brent Leavitt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3039054
State Farm Investment Management Corp.
CRD# 6717625
Edward Jones
CRD# 6116210
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Battle Born Financial Advisor | Pahrump, NV | Feb 2017 - Current | 7 |
| Interactive Financial Advisors | Oakbrook, IL | Jul 2015 - Current | 8 |
| Nevada Benefits | Las Vegas, NV | Jan 2012 - Feb 2017 | 5 |
- MT
- NV
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Total Assets Under Management285MILLIONS
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Total Number of Accounts3,152ACCOUNTS
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Average Account Value$90,400
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, MT, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
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