Unclaimed Profile

Brett Josey

BRETT JOSEY WEALTH MANAGEMENT INC·SHREVEPORT, Louisiana

Series 7, Series 65Clean record14 years registeredBRETT JOSEY WEALTH MANAGEMENT INC

401 EDWARDS STREET, SUITE 824, SHREVEPORT, LA 71101-5510CRD# 2839029Firm CRD# 107870

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brett Josey · SHREVEPORT, LA

Registration

CRD #2839029 · BRETT JOSEY WEALTH MANAGEMENT INC · 14 years registered

Brand Profile

Not yet started

Career History

BRETT JOSEY WEALTH MANAGEMENT LLC

Nov 2011 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · November 9, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRETT JOSEY WEALTH MANAGEMENT LLC

CRD 107870 · SEC 801-123172

AUM

$118M

Regulatory assets under management

Employees

54 client accounts

Services offered by BRETT JOSEY WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRETT JOSEY WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Brett Josey offer?

Brett Josey specializes in Financial Planning, Investment Management. Contact their office in SHREVEPORT, Louisiana for a consultation.

What are Brett Josey's credentials?

Brett Josey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brett Josey located?

Brett Josey is based in SHREVEPORT, Louisiana, working with BRETT JOSEY WEALTH MANAGEMENT INC. Their office serves clients in the SHREVEPORT metropolitan area and surrounding communities.

How does Brett Josey charge for services?

Brett Josey's firm is compensated through percentage of aum, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRETT JOSEY WEALTH MANAGEMENT INC?

BRETT JOSEY WEALTH MANAGEMENT INC has approximately 2 employees and manages $118M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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