Brandy Merriam (CRD# 2995298) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Colorado Springs, CO and has over 25 years of experience in the finance industry.
CRD# 6403098
Rfg Advisory, LLC
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Colorado Spring, CO | Mar 2021 - Current | 3 |
| Householder Group Estate & Retirement Specialists | Colorado Springs, CO | Mar 2021 - Current | 3 |
| Ameriprise Financial Services, LLC | Denver, CO | Mar 2010 - Mar 2021 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1999 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- CO
- TX
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Total Assets Under Management1,306MILLIONS
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Total Number of Accounts6,706ACCOUNTS
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Average Account Value$194,748
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- 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, WA, WI, WV, WY
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