AB
AB

Adrien Brand

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$5K
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Location

3410 Henderson Blvd., Suite 200, Tampa, FL, 33609

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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.

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Other Business Activities

Adrien provides investment advisory services through IHT Wealth Management, an independent investment advisor firm, since January 2022. This takes nearly full-time, about 120 hours per month.

Employment History
Current Registrations
Iht Wealth Management LLC
January 2022 - Present · 4 yrs 1 mo
LPL Financial LLCBroker
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Edward Jones
November 2018 - January 2022 · 3 yrs 2 mos
Edward JonesBroker
October 2018 - January 2022 · 3 yrs 3 mos
State Registrations5 states
FLGAPATNWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.