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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 Truxaw is an Investment Advisor Representative at Elevation Advisory Partners LLC. Brian has worked in the financial services industry since 2009. Brian specializes in providing financial planning, portfolio management and pension consulting services to individuals, businesses, and pension plans. Brian is registered with the state of Kansas as an Investment Advisor Representative and holds the Series 65 license. Brian is a dedicated professional with a passion for 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.
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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FL
08/31/2022 - Present
Elevation Advisory Partners LLC (ORLANDO FL)
IA
Issued 08/31/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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