Brian FolandCRD Number: 3102584
Current Firm: Securities America Advisors, Inc.
Brian Foland (CRD# 3102584) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Spokane, WA and has over 18 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Securities America Advisors, Inc.||Spokane, WA||Nov 2005 - Current||11|
|Securities America, Inc.||Spokane, WA||Jul 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1998|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
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