Brian AmideiCRD Number: 2965820
Current Firm: Fortem Financial Group, LLC
Brian Amidei (CRD# 2965820) is an Investment Advisor Representative working at Fortem Financial Group, LLC in Palm Desert, CA and has over 20 years of experience in the finance industry.
Centaurus Financial, Inc.
Balboa Wealth Partners, Inc.
First Heartland Consultants, Inc.
|Fortem Financial Group, LLC||Palm Desert, CA||Feb 2018 - Current||< 1|
|Fortem Financial, LLC||Palm Desert, CA||Jul 2016 - Feb 2018||1|
|Hightower Advisors, LLC||Palm Desert, CA||Apr 2011 - Jul 2016||5|
|Hightower Securities, LLC||Palm Desert, CA||Apr 2011 - Jul 2016||5|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Indian Wells, CA||May 1998 - Apr 2011||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1997|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- 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, NV