Brett Conrad (CRD# 5036429) is an Investment Advisor Representative working at Longboard Capital Advisors, LLC in Ivins, UT and has over 18 years of experience in the finance industry.
CRD# 6244337
Soltis Investment Advisors, LLC
CRD# 6447966
Nuwealth Advisors, LLC
CRD# 3184654
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Lightyear Aviation | Ivins, UT | Dec 2021 - Current | 2 |
Swiftmerge Acqusition Corp | George Town, | Sep 2021 - Current | 2 |
Faraday Labs, Inc. | Santa Monica, CA | Mar 2020 - Current | 4 |
Mellitus Health, Inc. | Los Angeles, CA | Feb 2020 - Current | 4 |
Longboard Capital Advisors, LLC | Ivins, UT | Jan 2003 - Current | 21 |
Conrad Group Inc Dba Lightyear | Ivins, UT | Dec 2001 - Current | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2005 |
- CA
- UT
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$2,169,452
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, UT
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