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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wilde is a financial advisor registered with EP Wealth Advisors. Brian is registered with the state of California as an Investment Advisor Representative, Idaho as an Investment Advisor Representative, Louisiana as an Investment Advisor Representative, Texas as an Investment Advisor Representative, and Utah as an Investment Advisor Representative. Brian holds a Series 63 license and a Series 65 license. Brian is also a Certified Financial Planner. Brian has been in the industry for 13 years. Brian specializes in providing financial advice to individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.
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.
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.
Retirement plan advisory services & tax preparation 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
10/22/2020 - Present
EP Wealth Advisors (SALT LAKE CITY UT)
ID
11/16/2010 - 02/01/2018
ONEAMERICA SECURITIES, INC. (POCATELLO ID)
IA
Issued 05/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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