Cash Flow Investment Services LLC
Cash Flow Investment Services LLC (CRD# 114360) is a financial advisory firm headquartered in Ogden, UT. They manage $34,292,968 in 106 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management34MILLION
Total Number of Accounts106ACCOUNTS
Average Account Value$323,519
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brett Alexander (CRD# 2641729) is an Investment Advisor Representative working at Cash Flow Investment Services LLC in Ogden, UT and has over 22 years of experience in the finance industry. Brett Alexander has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.