Brian LoyCRD Number: 1063816
Current Firm: Sage Financial Advisors Inc.
Brian Loy (CRD# 1063816) is an Investment Advisor Representative working at Sage Financial Advisors Inc. in Reno, NV and has over 31 years of experience in the finance industry.
Cunningham Investment Management, LLC
Trident Capital Advisors, LLC
|Sage Financial Advisors, Inc.||Reno, NV||Jan 1996 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
|S65||NASAA Investment Advisors Law Examination||Jun 1993|
Total Assets Under Management207MILLIONS
Total Number of Accounts527ACCOUNTS
Average Account Value$392,967
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NV, OR, TX
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