Bret AndrusCRD Number: 1439933
Current Firm: Hornor, Townsend & Kent, Inc.
Bret Andrus (CRD# 1439933) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Salt Lake City, UT and has over 31 years of experience in the finance industry.
Uma Financial Services Inc.
|Hornor Townsend And Kent,inc||Slc, UT||Jun 2000 - Current||17|
|Penn Mutual Life Ins Co||Slc, UT||Jun 2000 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Nov 1997|
Total Assets Under Management1,000MILLIONS
Total Number of Accounts3,542ACCOUNTS
Average Account Value$282,463
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV