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 9 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||11|
|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