Brian Ward

13 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

B.O.S.S. Retirement Advisors, LLC

Compensation

Fixed/Hourly

Firm Size

46 advisors

Number of Clients

6,850 clients

Average Client Portfolio

$155K average

Assets Under Management

$1.1B

Fee Structure

Financial Planning:Included in AUM fee

Location

3400 N Ashton Blvd, Suite 190, Lehi, UT, 84043

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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.

Employment History

Current Registrations

B.O.S.S. Retirement Advisors, LLC

March 2016 - Present · 9 yrs 11 mos

Previous Registrations

Global Financial Private Capital, LLC

April 2012 - May 2016 · 4 yrs 1 mo

State Registrations2 states

TXUT

Advisor

Exams

No exam information available for this advisor.