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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Braxton? Claim Your ProfileBraxton James Leicht is an Investment Advisor Representative registered with Beta Wealth Group, Inc. in both California and Utah. Braxton Leicht obtained their Series 65 license on July 3, 2023. Braxton James Leicht is a veteran of the U.S. Air Force Reserves Office of Special Investigations and is currently employed as a Special Agent with the OSI Detachment 221 at Mountain Home AFB, Idaho. Beta Wealth Group, Inc. provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and other advisory services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub-management and consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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UT
01/18/2024 - Present
Beta Wealth Group, Inc. (Park City UT)
IA
Issued 07/03/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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