Brian Britt (CRD# 1204936) is an Investment Advisor Representative working at The Institute in San Diego, CA and has over 39 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Institute For Wealth Management, LLC | Denver4, CO | Apr 2019 - Current | 5 |
Clearwealth Asset Management | San Diego, CA | Mar 2010 - Current | 14 |
Institute For Wealth Advisors, Inc. | Dallas, TX | May 2017 - Apr 2019 | 1 |
Sowell Financial Services, LLC | North Little Rock, AR | Sep 2016 - May 2017 | < 1 |
Concert Wealth Management | San Diego, CA | Mar 2010 - May 2016 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1984 |
S65 | NASAA Investment Advisors Law Examination | Dec 1997 |
- CA
-
Total Assets Under Management927MILLIONS
-
Total Number of Accounts1,787ACCOUNTS
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Average Account Value$518,700
- 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)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, FL, IL, IN, KY, LA, MA, MD, MI, NC, NJ, NV, NY, OK, OR, TX, UT, VA, WA
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