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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Caldwell is a financial advisor at Modera Wealth Management, LLC. Brett is registered with the state of Utah as an Investment Advisor Representative, and is also registered in Florida and Texas. Brett holds the Series 65 license and is a Certified Financial Planner. Brett has a strong background in financial planning and portfolio management. Brett provides financial planning, pension consulting and selection of other advisors services. Brett works with a wide range of clients, including individuals, high-net-worth individuals, corporations, charities, and pension and profit-sharing plans.
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.
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
05/12/2020 - Present
Modera Wealth Management, LLC (Bountiful UT)
IA
Issued 11/03/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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