Brandt Green (CRD# 7684555) is an Investment Advisor Representative working at Innealta Capital in Austin, TX and has 1 year of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Altafid Pbc | Austin, TX | May 2022 - Current | 2 |
| Innealta Capital, LLC | Austin, TX | Apr 2022 - Current | 2 |
| Us Focus Groups, LLC | New Orleans, LA | Jul 2017 - Current | 7 |
| University Of Texas At Austin | Austin, TX | Jul 2021 - May 2022 | < 1 |
| American Financial Group | Metairie, LA | Jun 2019 - Jul 2020 | 1 |
| Graf Financial | Baton Rouge, LA | Jul 2018 - Jun 2019 | < 1 |
| Louisiana State University | Baton Rouge, LA | Aug 2015 - May 2019 | 3 |
| Catholic High School | Baton Rouge, LA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- TX
-
Total Assets Under Management305MILLIONS
-
Total Number of Accounts159ACCOUNTS
-
Average Account Value$1,918,533
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, TX
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