Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Carolan is a financial advisor with Brighton Jones LLC. Brett has been in the industry since 1996 and holds Series 7, 63 and 65 licenses. Brett has experience working with a wide range of clients, including individuals, families, businesses, and charitable organizations. Brett is a Certified Financial Planner (CFP) and specializes in financial planning, portfolio management, and pension consulting. Brett is dedicated to providing personalized financial advice and helping clients achieve their financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WA
07/01/2003 - Present
Brighton Jones LLC (SEATTLE WA)
WA
06/02/2003 - 12/31/2006
FSIC (SEATTLE WA)
CA
06/08/1999 - 05/05/2003
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
WA
01/20/1999 - 06/02/1999
SAFECO SECURITIES, INC. (BELLEVUE WA)
NY
01/31/1997 - 01/12/1998
ETG, L.L.C. (NEW YORK NY)
CA
05/30/1996 - 04/09/1997
COWLES, SABOL & COMPANY, INCORPORATED (CAMARILLO CA)
IA
Issued 07/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brett Carolan is the right advisor for you? Invested Better is here to help.
