Brian Dick (CRD# 5290334) is an Investment Advisor Representative working at The Fiduciary Alliance in Tewksbury, MA and has over 15 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Fiduciary Alliance | Greenville, SC | Jun 2021 - Current | 2 |
| George Gath Insurance Agency | Tewksbury, MA | Feb 2005 - Current | 18 |
| First Financial Advisors, LLC | Tewksbury, MA | Sep 2007 - Jun 2021 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2008 |
- MA
-
Total Assets Under Management865MILLIONS
-
Total Number of Accounts11,514ACCOUNTS
-
Average Account Value$75,108
- 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
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA
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