Advisor at Brokerage Specialists
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brokerage Specialists
Location
Grand Island, NE 68803
Credentials
Series 65
Industry experience
8 years
$0+: 1.25% annually for discretionary accounts $0+: 1.00% annually for non-discretionary accounts
$185 per hour for financial planning
Brokerage Specialist, LLC
2022 - Present (4 years)
Brokerage Specialists, Inc.
2017 - Present (9 years)
Brokerage Specialists, Inc.
1996 - Present (30 years)
Brokerage Specialists, Inc.
1996 - 2022 (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Grand Island, NE
Edward Jones
ChFC®, Series 66
Grand Island, NE
Edward Jones
Series 63, Series 66
Grand Island, NE
Edward Jones
Series 63, Series 66
Grand Island, NE
Edward Jones
Series 66
Grand Island, NE
Edward Jones
CFP®, Series 66
Grand Island, NE
Plains Advisory LLC
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