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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Britni? Claim Your ProfileBritni June Mosher is an Investment Advisor Representative at Captrust. Britni holds the Series 65 license, which authorizes her to provide investment advisory services in Texas. Britni has been in the financial services industry since 2021 and is registered in Texas. Britni specializes in providing financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Britni is also a graduate of East Texas Baptist University.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
08/08/2022 - Present
Captrust (Boeme TX)
IA
Issued 08/06/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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