Brian Liedstrand (CRD# 6339738) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 10 years of experience in the finance industry.
CRD# 3157873
Brown Edwards Wealth Strategies
CRD# 4470593
Mml Investors Services, LLC
CRD# 1603035
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Usmc | Camp Lejeune, NC | Mar 2017 - Current | 7 |
| Selective Wealth Management LLC | Forest, VA | May 2014 - Current | 10 |
| Harvest Presbyterian Church Pca | Jacksonville, NC | Jan 2014 - Current | 10 |
| Usmc, Wounded Warrior Regiment | Jacksonville, NC | Jan 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
- NC
- VA
-
Total Assets Under Management392MILLIONS
-
Total Number of Accounts2,000ACCOUNTS
-
Average Account Value$196,239
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV
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