BB
BB

Brian William Britt

25 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
817 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$100K
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Location

9878 W. Belleview Ave., #2306, Denver, CO, 80123

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brian works as an Investment Advisory Representative for the Institute for Wealth Management, dedicating nearly full-time hours. He is also an insurance agent and the founder of ClearWealth Asset Management.

Employment History
Current Registrations
The Institute
May 2019 - Present · 6 yrs 9 mos
Previous Registrations
Institute for Wealth Advisors, INC.
May 2017 - April 2019 · 1 yr 11 mos
Sowell Management Services
September 2016 - June 2017 · 9 mos
Concert Wealth Management
March 2010 - December 2017 · 7 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1999 - March 2010 · 10 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.