Brett MurchCRD Number: 4631691
Current Firm: Securities America Advisors, Inc.
Brett Murch (CRD# 4631691) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Saint Louis, MO and has over 14 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Securities America, Inc.||Saint Louis, MO||Nov 2011 - Current||5|
|Securities America Advisors, Inc.||Saint Louis, MO||Nov 2011 - Current||5|
|New England Financial||St. Louis, MO||Sep 2008 - Oct 2011||3|
|New York Life Insurance Company||St. Louis, MO||Feb 2003 - Sep 2008||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2003|
|S65||NASAA Investment Advisors Law Examination||Oct 2010|
Total Assets Under Management13,433MILLIONS
Total Number of Accounts92,356ACCOUNTS
Average Account Value$145,443
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV