BP
ChFC
BP
ChFC

Brentford Moir Price

28 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

4733 Tacoma Mall Blvd, #200, Tacoma, WA, 98409

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Brentford is a dually registered Investment Advisor Representative/Registered Representative with Alera Investment Advisors and Triad Advisors, LLC since 2018. He also owns rental properties, dedicating minimal time to their maintenance. Brentford is also a financial professional for Alera Group, which takes nearly full-time.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Alera Investment Advisors, LLC
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Triad Advisors LLCBroker
November 2018 - August 2024 · 5 yrs 9 mos
Kms Financial Services, INC
December 2003 - November 2018 · 14 yrs 11 mos
Kms Financial Services, INC.Broker
December 2003 - November 2018 · 14 yrs 11 mos
Metropolitan Investment Securities, INC.Broker
January 2003 - December 2003 · 11 mos
Metropolitan Financial Services, INC.
January 2003 - December 2003 · 11 mos
New England SecuritiesBroker
June 1997 - January 2003 · 5 yrs 7 mos
State Registrations8 states
AZCAFLIDNMNVORWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.