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Brett Josey

BRETT JOSEY WEALTH MANAGEMENT INC·SHREVEPORT, Louisiana
Unclaimed Profile
401 EDWARDS STREET, SUITE 824, SHREVEPORT, LA 71101-5510CRD# 2839029Firm CRD# 107870
01

About

Brett Josey is a registered financial advisor based in SHREVEPORT, Louisiana, affiliated with BRETT JOSEY WEALTH MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BRETT JOSEY WEALTH MANAGEMENT LLC
BRETT JOSEY WEALTH MANAGEMENT LLC
AUM
$118M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at BRETT JOSEY WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: NEGOTIABLE
Regulatory
SEC/IARD CRD# 2839029
Firm CRD# 107870
No disclosures on file
View on FINRA BrokerCheck →

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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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Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)METAIRIE (53)LAFAYETTE (41)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideMETAIRIE GuideLAFAYETTE GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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