Brian Amend (CRD# 6913613) is an Investment Advisor Representative working at Keystate Advisory, LLC in Wilmington, DE and has over 6 years of experience in the finance industry.
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Keystate Companies | Las Vegas, NV | Nov 2021 - Current | 2 |
| United States Marine Corps Reserve | New Orleans, LA | Jul 2008 - Current | 15 |
| The Keystate Companies | Wilmington, DE | Oct 2016 - Nov 2021 | 5 |
| Wintec Arrowmaker, Inc. | Washington, DC | Sep 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- DE
- NV
-
Total Assets Under Management17,032MILLIONS
-
Total Number of Accounts83ACCOUNTS
-
Average Account Value$205,210,790
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
DE, NV
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