Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Stoker is an investment advisor representative at West Ridge Advisors in Midvale, Utah. Brian has been in the industry since 2008. Brian has been registered with West Ridge Advisors since February 24, 2020. Brian is licensed to provide investment advice in Utah. Previously Brian was registered with GWN Securities Inc. in Midvale, Utah from November 16, 2012 to February 21, 2020. Brian is also registered with Legend Equities Corporation in Holladay, Utah from June 11, 2009 to November 16, 2012. Brian was also registered with AXA Advisors, LLC in Highlands Ranch, Colorado from May 23, 2008 to June 19, 2009. Brian holds the Series 66, Series 7, and SIE licenses. Brian is a specialist in financial planning, pension consulting, and portfolio management for individuals and businesses. Brian offers educational seminars. Brian is also a specialist in the selection of other advisors. Brian is licensed to provide investment advice to high net worth individuals, pension and profit sharing plans, and individuals other than high net worth.
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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UT
02/24/2020 - Present
West Ridge Advisors (MIDVALE UT)
UT
11/16/2012 - 02/21/2020
GWN SECURITIES INC. (Midvale UT)
UT
06/11/2009 - 11/16/2012
LEGEND EQUITIES CORPORATION (HOLLADAY UT)
CO
05/23/2008 - 06/19/2009
AXA ADVISORS, LLC (HIGHLANDS RANCH CO)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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