Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brentford? Claim Your ProfileBrentford Price is a financial professional with over 25 years of experience in the financial services industry. Brentford is currently registered with Alera Investment Advisors, LLC and Triad Advisors, LLC. Brentford is a Chartered Financial Consultant and holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Brentford provides a wide range of financial services including financial planning, portfolio management, and retirement planning. Brentford has experience working with individuals, families, and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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2
WA
11/02/2018 - Present
Alera Investment Advisors, LLC (Tacoma WA)
WA
11/01/2018 - 08/23/2024
TRIAD ADVISORS LLC (Tacoma WA)
WA
12/12/2003 - 11/01/2018
KMS FINANCIAL SERVICES, INC. (TACOMA WA)
WA
01/02/2003 - 12/12/2003
METROPOLITAN INVESTMENT SECURITIES, INC. (SPOKANE WA)
NY
06/25/1997 - 01/03/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 12/03/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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