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Harold Arthur Brill

Natural Investments

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About Harold Arthur Brill

Harold Arthur Brill is an investment advisor representative currently registered with Natural Investments. Harold Arthur Brill is also an investment advisor representative with the firm, having joined them in January 1999. Before this, Harold Arthur Brill was associated with Walnut Street Securities, Inc. from January 1990 to December 1999 and First Affirmative Financial Network, Inc. from May 1989 to January 1990. Harold Arthur Brill has passed exams Series 63, Series 65, Series 7, and Series 6, and is licensed to conduct investment advisory business in California and Colorado.

Firm Information

Harold Brill is currently registered with Natural Investments. Natural Investments is an investment advisory firm based in the United States with approximately $1.97 billion in regulatory assets under management. The firm serves a variety of clients, including individuals, corporations, and charitable organizations, and offers financial planning, educational seminars, selection of other advisors, and portfolio management services. The firm employs 23 investment advisor representatives.

$1.97B

Assets Under Management

20

Total Clients

20

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financl plng fees either on a project, hourly or retainer basis

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Harold Brill’s Registration & Firm History

CO

01/02/2025 - Present

Natural Investments (PAONIA CO)

CA

01/02/1990 - 12/31/1999

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

05/10/1989 - 01/02/1990

FIRST AFFIRMATIVE FINANCIAL NETWORK, INC.

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Licenses & Designations

IA

Issued 04/27/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/16/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/1993

Series 7 - General Securities Representative Examination

BC

Issued 05/09/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Arthur Brill.
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