Brett Agnew (CRD# 3211821) is an Investment Advisor Representative working at Beacon Capital Management, Inc. in Dayton, OH and has over 22 years of experience in the finance industry.
CRD# 7298322
Truly Prosper Financial Planning LLC
CRD# 2930449
Primerica Advisors
CRD# 4903661
Fifth Third Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beacon Capital Management, Inc. | Dayton, OH | Sep 2022 - Current | 1 |
| Sammons Financial Network | West Des Moines, IA | May 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- IA
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Total Assets Under Management4,329MILLIONS
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Total Number of Accounts15,730ACCOUNTS
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Average Account Value$275,202
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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