Harold Brill, financial advisor Paonia CO
93 score

Harold Brill

CRD Number: 1946338
Current Firm: Natural Investments

Harold Brill (CRD# 1946338) is an Investment Advisor Representative working at Natural Investments in Paonia, CO and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
First Affirmative Financial Network LLC Paonia, CO Jun 1999 - Current 17
Natural Investment Services, Inc. Paonia, CO Jan 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Apr 1995
Contact Info for Harold A. Brill
Phone Number: 707-758-0171
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    274
    MILLIONS
  • Total Number of Accounts
    2,162
    ACCOUNTS
  • Average Account Value
    $126,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, GA, HI, IN, KY, LA, MA, MD, MI, NC, NE, NH, NM, NY, OH, OR, PA, SC, TX, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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