Brian Collard is a CFP-designated registered investment advisor, based in Salt Lake City, UT, with 20 years of industry experience. Brian is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1240 E 2100 S, Suite 400, Salt Lake City, UT, 84106
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Brian owns and manages Happy Days, LLC, a personal LLC for inherited property, and is the Vice Commodore of Bear Lake Yacht Club. He also serves as Trustee for Arc Wealth Management LLC 401k PSP, Owner of ARC Wealth Management, LLC and BTC Advisors LLC, and part owner/CFO of Legacy Marine, LLC, a boatyard, dedicating about 10% of his time to the latter.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Stifel Independent Advisors, LLC
Stifel Independent Advisors, LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Intersecurities, INC.Broker
State Registrations21 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
More Advisors
- Jackson Watson, CFA, CFPAlbion Financial Group
- Steven Ballantyne, CFPStrategic Advisers LLC
- Dallin Cutler, CFPEp Wealth Advisors
- Mitch Turner, CFPWells Fargo Advisors
- William Bryant, CFAWealth Foundations Partners, LLC
- Mark Madsen, CFAWasatch Advisors LP