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 26 years of experience in the finance industry.
American Wealth Management
Cojo Bay Advisors, LLC
Aegis Capital Corp.
|Sage Financial Advisors, Inc.||Reno, NV||Jan 1996 - Current||21|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1990|
|S65||NASAA Investment Advisors Law Examination||Jun 1993|
Total Assets Under Management110MILLIONS
Total Number of Accounts497ACCOUNTS
Average Account Value$221,111
- A percentage of assets under your management
- Hourly charges
- 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