Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Haley is an investment advisor representative with Townsquare Capital, LLC. Brian has been in the financial services industry since July 2008 and is registered with the state of Idaho. Brian holds the Series 65 license. Brian's areas of specialization include retirement planning, college savings, estate planning, and business planning. Brian is committed to providing clients with personalized financial advice to help them 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.
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.
Sub-advisory 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
08/26/2020 - Present
Townsquare Capital, LLC (PROVO UT)
IA
Issued 08/26/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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