Brett Josey Wealth Management LLC

Brett Josey Wealth Management LLC (CRD# 107870) is a financial advisory firm headquartered in , . They manage $75,369,104 in 59 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    59
    ACCOUNTS
  • Average Account Value
    $1,277,442
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Brett Josey Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Brett B. Josey
CRD#: 2839029
Bossier City, LA
90
Wealthminder
score

Brett Josey (CRD# 2839029) is an Investment Advisor Representative working at Brett Josey Wealth Management LLC in Bossier City, LA and has over 4 years of experience in the finance industry.

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