Brian Post is a CFA-designated registered investment advisor, based in Boise, ID, with 18 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1101 W. River Street, Suite 360, Boise, ID, 83702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is on the board of directors for The Learning Lab, a non-profit literacy center, dedicating a few hours per week. He also works as a Registered Representative for Robertson Stephens Capital Markets (minimal time) and as a Managing Director/Investment Adviser Representative for Robertson Stephens Wealth Management, LLC (nearly full-time).
Employment History
Current Registrations
Robertson Stephens Capital Markets, LLCBroker
Robertson Stephens
Previous Registrations
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Roth Capital Partners, LLCBroker
Broadmark Capital, LLCBroker
Roth Capital Partners, LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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