Brian West (CRD# 4965775) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Vicksburg, MS and has over 18 years of experience in the finance industry.
CRD# 1201311
Raymond James Financial Services Advisors, Inc.
CRD# 1811762
Edward Jones
CRD# 3033708
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regions Bank | Vicksburg, MS | Aug 2022 - Current | 1 |
| Cetera Investment Services LLC | Saint Cloud, MN | Aug 2022 - Current | 1 |
| Cetera Investment Advisers LLC | Vicksburg, MS | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Vicksburg, MS | Jul 2011 - Aug 2022 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- MS
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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