Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brie? Claim Your ProfileBrie Anne Valant is an Investment Advisor Representative at Farther. Brie is registered with the state of Washington and her application for registration in Oregon is pending. Brie has been in the financial services industry since 2015 and has experience working at Cairn Investment Group, NewFocus Financial Group, and WealthFactor LLC. Brie has a Series 65 license and holds a Uniform Investment Adviser Law Examination. Brie specializes in working with high-net-worth individuals and families.
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.
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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CA
07/20/2022 - Present
Farther (SAN FRANCISCO CA)
IA
Issued 01/13/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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