Brian FrickCRD Number: 5343524
Current Firm: Invest Financial Corporation
Brian Frick (CRD# 5343524) is an Investment Advisor Representative working at Invest Financial Corporation in Sun City West, AZ and has over 10 years of experience in the finance industry.
Triad Advisors, Inc.
Barnes Investment Advisory Inc.
Foothills Financial Planning, Inc.
|Invest Financial Corp||Sun City West, AZ||May 2007 - Current||10|
|Axberg Wealth Management||Sun City West, AZ||Jul 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2007|
|S65||NASAA Investment Advisors Law Examination||May 2008|
Total Assets Under Management4,432MILLIONS
Total Number of Accounts31,513ACCOUNTS
Average Account Value$140,649
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
- Educational seminars/workshops