Unclaimed
Brian Teets is a registered Investment Advisor Representative with Legacy Investment Advisors LLC. Brian has been in the industry since June 2013 and holds a Series 65 license. Brian has been a registered representative in the state of Michigan since July 2023. Brian Teets has experience working with both high-net-worth individuals and individuals other than high-net-worth. Brian is currently employed with Legacy Investment Advisors LLC. Brian is also affiliated with Safe Haven Wealth Mgmt.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
07/07/2023 - Present
Legacy Investment Advisors LLC (WYANDOTTE MI)
IA
Issued 06/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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