Brian Haley (CRD# 7239627) is an Investment Advisor Representative working at Townsquare Capital, LLC in Provo, UT and has over 3 years of experience in the finance industry.
CRD# 4683570
Cetera Investment Advisers LLC
CRD# 840425
Equitable Advisors, LLC
CRD# 1473328
Brookstone Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Townsquare Capital | Idaho Falls, ID | Oct 2019 - Current | 4 |
| Us Bank | Idaho Falls, ID | Jul 2008 - Oct 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- ID
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Total Assets Under Management8,778MILLIONS
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Total Number of Accounts33,539ACCOUNTS
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Average Account Value$261,712
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NM, NV, NY, OH, OR, SC, SD, TN, TX, UT, VA, WA, WY
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