Unclaimed
Myles McManus is a financial advisor at Brighton Jones LLC, a firm that provides financial planning, portfolio management, and other investment advisory services. Myles has been in the financial services industry for over five years, with prior experience at Valmark Securities, Inc and Tolleson Wealth Management. He is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses. Myles specializes in providing financial advice to individuals and families, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
TX
12/01/2021 - Present
Brighton Jones LLC (Dallas TX)
FL
10/18/2018 - 06/06/2019
VALMARK SECURITIES, INC. (GAINESVILLE FL)
BOTH
Issued 12/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Myles McManus is the right advisor for you? Invested Better is here to help.