Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brenton? Claim Your ProfileBrenton Alexander Finan is a Registered Investment Advisor with Caz Investments Lp. Brenton has been in the industry since February 2024 and has a Series 65 license. Brenton has prior experience with Sewell Automotive. Brenton Finan has a business outside of this role, managing a digital marketing business, Fin & Ream, LLC, in Casper, Wyoming.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
06/07/2024 - Present
CAZ Investments LP (HOUSTON TX)
IA
Issued 06/07/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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